Retirement doesn’t have to be what it used to be. Here’s how to build a financial plan for semi-retirement. ?? Register for our upcoming webinar, or share this link with a friend: https://ow.ly/QQql50UfozU
Savant Wealth Management
金融服务
Rockford，IL 5,772 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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We’re excited to announce that Savant Wealth Management has climbed to #4 on Financial Planning's Top 20 Fee-Only RIAs in 2024! ?? In 2023, Savant came in at #7. This ranking highlights firms that prioritize their clients' best interests by operating with a fee-only model. As the financial advisory landscape continues to evolve, we remain dedicated to upholding the fiduciary duty that is the cornerstone of our practice. Thank you to our clients, partners, and team for helping us reach this milestone. Here’s to continued growth and the pursuit of Ideal Futures in the years ahead! ?? - 2024 Financial Planning Top 20 Fee-Only RIA Leaders by AUM: This rating was tabulated by COMPLY and published on November 20, 2024. Ratings were based on AUM data from Firm ADV filings as of 9/2024. Savant did not pay a fee to be included in this rating. For more details on methodology, please see the link. - 2023 Financial Planning Top 20 Fee-Only RIA Leaders by AUM: This rating was tabulated by COMPLY and published on October 17, 2023. Ratings were based on AUM data from Firm ADV filings as of 7/2023. Savant did not pay a fee to be included in this rating.
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Open enrollment season is here, and choosing the right health insurance plan can feel like a game of strategy. Do you go for the high-deductible plan with lower premiums or stick with a traditional plan with higher premiums but quicker coverage? Savant Wealth Management financial advisor Richard Allison, CFP?, EA shared what employees need to know in a recent article published on TheStreet. ?? Read it here: https://ow.ly/Xxh250Ue4T0
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Proactive tax planning can help your bottom line, especially if you begin before you retire. Savant Wealth Management financial advisor Teryn Fitzgerald, CFP?, CTFA, ECA explains. ?? Missed this week's "Replacing Your Paycheck in Retirement" webinar? Be sure to register for the next one. ?? View our upcoming webinar schedule here: https://ow.ly/N4Bc50UatHT
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We're thrilled to be named one of “America’s Top Financial Advisory Firms 2025” by Newsweek! ?? Newsweek, in partnership with Plant-A Insights Group, analyzed over 15,000 financial advisory firms registered with the SEC and scored them based on the following factors: ? Asset performance ? Client performance ? Advisor expertise and client ratio ? Breadth of service offerings ? Conflicts of interest ?? We believe this recognition reflects our dedication to helping our clients and staff pursue their ideal future. We are honored to be among the nation's top financial advisory firms. Learn more: https://ow.ly/E5Ey50UciCV Newsweek America’s Top Financial Advisory Firms 2025: This rating was published in November 2024. Newsweek partnered with Plant-A Insights group to analyze over 15,000 SEC-registered RIA firms, and shortlisted firms with more than $10 million in AUM, a minimum of three wealth advisors, at least five individual clients, and at least two years of SEC registration. The data was sourced from SEC filings in September 2024. The shortlisted firms were analyzed and scored based on the following factors: asset performance, client performance, advisor expertise and client ratio, breadth of service offerings, and conflicts of interests.
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What happens to your retirement accounts when you die? It can be easy to overlook this simple question. But it might be one of the most important decisions you need to make. ?? Read the latest article by Savant's Director of Financial Planning, Anne Mank, CFP?, CPA, IHC: https://ow.ly/OZ7l50U9B4O
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Savant Wealth Management's DeLynn M. Zell, CFP? recently addressed Birmingham-area professionals at a leadership breakfast, sharing her personal journey and philosophy. She highlighted the power of leading by example, the importance of shared values, and the impact of mentorship and giving back. DeLynn encouraged everyone to embrace these principles in their own careers to make a meaningful difference. ?? Special thanks to Birmingham's Mountaintop Church for hosting this event. #savantwealthmanagement #savantbirmingham #giveback
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How much cash should you have on hand when you retire? Savant Wealth Management financial advisor Jeff Lewis, CFP?, ChFC?, CRPS? shares his perspective. Missed this week's "Replacing Your Paycheck in Retirement" webinar? Be sure to register for our next one. ?? View our upcoming webinars schedule: https://ow.ly/RfUM50UatlG
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Exciting News from Savant Wealth Management! ?? We’re thrilled to announce the acquisition of Sortino Advisory Partners, LLC in Louisville, KY. This partnership expands Savant's resources to support clients navigating life’s toughest transitions, including caring for aging family members. ?? To learn more about this exciting partnership and what it means for the future, read the full press release here: https://ow.ly/p3gA50UalFB
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While many understand the importance of estate planning, simply having a will or trust in place isn't enough. A truly ideal estate plan requires a harmonious alignment of beneficiary designations, asset titles, and legal documents. ?? Read the latest article by Savant's Senior Director of Wealth Transfer, Michael Cyrs: https://ow.ly/hUaW50U9zXF
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