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Wise Counsel
Your Retirement
Wise Counsel
By Your Side
Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice and services to individuals, families, and businesses across the nation. We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer. That’s Wise Counsel by your side.
Your Retirement
Guidebook
There are major shifts that need to happen before you transition into retirement. This complimentary guidebook can help you determine if you are financially and emotionally ready. It contains important retirement transition logistics such as planning for healthcare; understanding key milestones for Medicare, Social Security, and retirement withdrawals; and replacing your income in retirement.
By Your Side on Life’s Journey
Transitioning Into Retirement
Many people spend more time planning for a vacation than their retirement. With a clear vision and a thoughtful, detailed plan, the next phase of your life can be successful and fulfilling. What does the next chapter hold for you?
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Rethinking Work and a Traditional Retirement
After spending many years sprinting on the corporate treadmill, many professionals and executives are searching for a more balanced alternative. Are you ready to start working and living on your own terms?
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Experiencing Divorce or Losing a Spouse
Whether through divorce or the death of your spouse, going from part of a couple to being on your own comes with significant emotional and financial challenges.
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Seeking a Second Opinion
Whether you’re thinking about hiring a professional, looking for a new financial advisor, or just curious, it never hurts to get a second opinion.
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Selling a Business
Whether you’re looking to transfer ownership to a family member, reward key employees with ownership, or sell the company outright, monetizing your business requires specific expertise.
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Avoiding a Big Tax Bill
It’s not about how much you make; it’s about how much you keep after taxes. That’s why we believe that tax planning is a critical component of wealth management.
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Rolling Over a 401(k)
If you’re in the middle of a job change, you may be wondering what to do with the money you’ve invested in your 401(k).
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Closing Day (Inspired by a True Story)
What’s it like to achieve your ideal future? For some people, the occasion brings a flood of memories, feelings of deep satisfaction, and excitement for the days ahead. Inspired by the true story of a Savant client, “Closing Day” shows you what it could potentially be like when the future you’ve dreamed of finally arrives.
Savant Views & News
September 22, 2022
Making good investment decisions is only part of the battle; every investor must be able to survive bear markets. You don’t have to like them, but you must be able to tolerate them.
September 22, 2022
For the last year, we’ve heard a great deal about a group called the Federal Open Market Committee, or FOMC. But if you work outside of the financial industry, you may wonder who they are and what they do.
September 21, 2022
With just a few months left in 2022, most taxpayers have a good idea where their income will end up for the year. Based on this information, it is time to review your tax situation and take action before the year-end deadline.
September 14, 2022
How do we stay on course when the economy appears to be in freefall? Perhaps we can borrow a slogan that our neighbors across the pond invented just before World War II. The British, known for having a “stiff upper lip” in the face of adversity, simply tell themselves to “KEEP CALM AND CARRY ON.”
September 13, 2022
The long-term effects of the pandemic and the associated fiscal and monetary response have led, in many ways, to unprecedented times in financial markets and the broader economy. This leaves investors in unfamiliar territory.
September 13, 2022
Did you take a new job recently? If so, you may be wondering what to do with your old 401(k) account. Before you make any decisions, be sure to do your homework first.
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