The recent devastation caused by Hurricane Helene has left countless individuals in need of urgent assistance. As you consider making a donation, remember that informed giving can help maximize your impact. By choosing reputable charities and understanding their needs, you can truly make a difference in the lives of those affected. https://ow.ly/3XO550TCiC7
Savant Wealth Management
金融服务
Rockford，IL 5,572 位关注者
Fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses
关于我们
At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you. Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans. If you’re looking for a team dedicated to you and your family’s success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. We’d love to make a difference in your life. Savant Wealth Management is a registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
- 网站
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https://www.savantwealth.com
Savant Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 501-1,000 人
- 总部
- Rockford，IL
- 类型
- 私人持股
- 创立
- 1986
- 领域
- Investment Management、Financial Planning、Retirement Planning、Qualified Retirement Planning、Trust Services、Estate Planning、Endowments & Foundations、Tax & Consulting、Philanthropic Planning、Cash Flow Management和Family Wealth Transfer
地点
Savant Wealth Management员工
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Neal Simon
Investor/Advisor in financial services industry. 4x CEO. Electoral reform activist. 2018 candidate for U.S. Senate.
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Danielle Dahn, CFP?
Fiduciary Fee-Only Financial Advisor at Savant Wealth Management
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Chuck Steege, CFP?, CEP, CKA?
Financial Advisor To Senior-level Executives/Savant Executive Services Center for Excellence
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Brent Brodeski
动态
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?? LIVE WEBINAR: Don’t make costly Medicare mistakes on your path to retirement. Join our exclusive webinar for those with $500k+ saved. ?? Register here: https://ow.ly/ench50To60F
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As 2024 draws to a close, it’s time to take stock of your financial situation and make strategic moves. From maximizing retirement contributions to optimizing tax benefits and exploring charitable giving, there are several actions you can take now to improve your financial health. Let’s dive into some year-end financial planning tips. ?? Read more here: https://ow.ly/pR9e50TwAPw
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Savant Wealth Management is growing! ?? We've acquired Kemp Financial Management, LLC in Fullerton, California and BDK Financial Services, joining our Plymouth, Michigan office. These acquisitions have expanded our national footprint to 42 offices across 17 states. ?? Welcome to Team Savant, Kemp and BDK!
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Fall is prime time for charitable giving, but before you write any checks, consider these two strategies that could help benefit you and your favorite causes. We’ll explore donating appreciated stock and leveraging Qualified Charitable Distributions (QCDs) from your IRA. Read the latest article from Savant financial advisor Jack Phelps here: https://ow.ly/FNIs50TwEJO
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Custom indexing, once a domain of institutions, is now accessible to a wider audience thanks to technological advancements and commission-free trading. This approach offers greater flexibility and control over investments, potentially leading to enhanced returns and tax efficiency. ?? Read more: https://ow.ly/yxNo50TwACz
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At Savant, we’re committed to helping you pursue your long-term financial goals. This involves regular portfolio adjustments to manage taxes, rebalance your assets, and anticipate potential challenges. ?? Read more about these 4 portfolio maintenance tasks: https://ow.ly/vomc50TwAp8
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If you’re nearing retirement age without enough saved, you’re not alone. Many people face this challenge. However, there are strategies to help you build a more secure financial future, even if you’re starting late. ?? Read the article: https://ow.ly/O11850TwzSg
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From creating wills or trusts to minimizing taxes, learn tips to help create a robust estate plan for those with $500k+. ?? Register here or share this link with a friend: https://ow.ly/MKb450TwemX
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Don't cut corners when drafting your estate documents. ?? Savant financial advisor Joel Cundick, CFP?, AIF? shared his insights in last week's "Serving as an Executor" webinar. Be sure to follow our page for opportunities to register for this popular webinar in the future! ??