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Suddenly Solo

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

How do you plan for those life events you don’t want to think about? These unpleasant circumstances can happen in an instant and you’re left making a quick pivot to rearrange your life. You’re looking for the consistency that helped you feel secure in your “normal” life and it’s time to build a new plan to support yourself and the people who depend on you.

Single Woman

True Wisdom Shines in Times of Crisis

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You may not know who to trust and are looking for someone to help you get your financial life in order. Someone who has your back and explains things in plain English, rather than industry jargon-speak. With Savant Wealth by your side you’ll feel supported by a kind and knowledgeable community. From estate planning and trust services to taxation and investment management, we have a team of specialists who can help you through this transition and setup a strong foundation for your new life.

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Savant Views & News

June 26, 2020
You may be surprised that many women don’t have adequate disability coverage. Janet Petran talks about why disability coverage is especially important for women.
Women and Disability Coverage: It’s human nature to think: nothing will happen to me, I’m fine.
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

Accumulator

Accumulator

Saving & Building Your Wealth

While juggling your commitments, you start to wonder if you’re managing your finances as you should. Will you have enough to retire or send the kids to a top school?

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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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