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Maximize Your Social Security Benefits

Understanding how Social Security benefits work is essential to maximizing the lifetime value of your benefits.

Assess Your Financial Health

Find out how you’re doing with our 3-minute online assessment.

Calculate the Value of Advice

Having a relationship with a financial advisor can help you better understand the complexities of your financial life and make more measured decisions. But is it really worth it?

Gear Up for Retirement

Our Retirement Countdown eBook will help you focus on what needs to get done when you’re within five years of retiring.

Wise Counsel By Your Side

Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses across the nation. Since 1986, we have focused on one key principle—that all financial advice should be made strictly in the best interest of the client. But it goes beyond that. 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.

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By Your Side on Life’s Journey

Rethinking Work and a Traditional Retirement

Many professionals and executives want to stop sprinting on the corporate treadmill. If you could turn your paycheck into a “play check,” would you?

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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 integrate tax planning into our approach to wealth management.

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Into Retirement

With the right plan in place, the next phase of your life can be successful and fulfilling. What does the next chapter hold for you?

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Selling a

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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Rolling Over a

If you have a 401(k) and are changing jobs, you may be wondering what to do with the money you’ve invested.

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Experiencing Divorce or Losing a Spouse

Are you suddenly solo? Transitioning from living as a couple to surviving on your own can be complicated.

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Seeking a Second

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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Savant Team Member
Savant Team Member
Savant Team Member
Savant Team Member
Savant Team Member

The Right Team

At Savant, our team members share a common passion - serving our clients - and they do so with the highest level of integrity and care. We take great pride in our team, combining hand-picked individuals with the knowledge, talent, and wisdom to help build your ideal future.

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