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Those Who Are Saving & Building Their Wealth

Between managing your career, raising your kids, and perhaps even caring for an ailing parent, there is barely any time left to proactively plan for your long-term financial goals. You know every little bit counts and you do a good job of saving but aren’t confident that you’re doing everything you can. What if you’re missing something? How do you gain assurance you are maximizing your wealth and minimizing your risks at the same time? 

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You Have Many Questions, We’re Here for You

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Savant’s team of professionals take a holistic approach when managing your wealth. Using our financial planning assessment tools coupled with the wisdom gained from many years of experience, we help diagnose and prescribe the right solutions for clients. But it doesn’t stop there, we are a partner throughout your life. Whether it’s a job change and 401k roll over, or you want to know if refinancing your mortgage makes sense. Savant becomes your financial counselor helping to guide you along this journey.

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Savant Views & News

September 2, 2020
How do you teach a fifth grader about personal finance? Financial advisor Maureen Wright outlines several creative examples she used in her Zoom presentation to a fifth-grade class.
How do you teach a fifth grader about personal finance
March 17, 2020
A sharp market decline can be terrifying, especially if you’re approaching or in retirement. But even a bear market can present opportunities for investors. Here are 10 possibilities. “Panic is not […]
Market Declines
February 6, 2020
If you are a working parent, gathering documents and filing your income tax return is probably just one more thing added to an already busy schedule. However, taking time to make a plan and expand your tax knowledge will often result in paying less tax this year and in future years.
Working Mom

Explore Our Other Programs

Retiree

Retiree

Transitioning Into Retirement

Retirement isn’t a one-day event; it’s a multi-year process as you move beyond work. You’ve worked hard and saved a considerable nest egg, but there are many moving parts.

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Diversifier

Diversifier

Diversifying & Protecting Your Life’s Work

You’ve worked hard to build your career and your business. Retirement may look different for you; the complexities of monetizing your business require specific expertise.

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Solo

Suddenly Solo

Taking Control of Your Wealth After Divorce or Loss of Your Spouse

Transitioning from living as a couple to surviving on your own can be complicated. Taking control and picking up the pieces can be a bigger job that you bargained for.

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