Many Americans grapple with navigating Social Security retirement benefits. But it’s not just about the individual; spouses also need to understand how these choices can impact them. Learn more about eligibility for spousal benefits, different benefit types, and the application process. 💙🦉 Read more: https://ow.ly/xILU50SyK3Q
Savant Wealth Management
Financial Services
Rockford, IL 5,259 followers
Fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses
About us
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.
- Website
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http://www.savantwealth.com
External link for Savant Wealth Management
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Rockford, IL
- Type
- Privately Held
- Founded
- 1986
- Specialties
- Investment Management, Financial Planning, Retirement Planning, Qualified Retirement Planning, Trust Services, Estate Planning, Endowments & Foundations, Tax & Consulting, Philanthropic Planning, Cash Flow Management, and Family Wealth Transfer
Locations
Employees at Savant Wealth Management
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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
Updates
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Many people worry about becoming a burden on their loved ones as they get older. Here’s a five-step plan to help you reduce that worry and ensure a smoother future for yourself and your family. 🦉💙 Read more: https://ow.ly/cy8e50SyJRv
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From Analyzer to Free Spirit, answer 7 quick questions to learn what makes you tick! Give our quiz a spin and learn what kind of retiree you’ll be – and how to plan for a future that fits your unique personality. Let’s go! 👉 https://ow.ly/khsV50Sc2i8
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Solo living is becoming more common, and while retirement is all about freedom, it's also about making sure you've got your finances, social life, and well-being in order. We'll break down the key areas to focus on to help you plan your next chapter. 🦉 Read more: https://ow.ly/yNt850SyJxr
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Making decisions about your retirement – where you want to live, how you’ll protect your assets, what kind of care you want should you ever need it – is no small task. Getting your family on board with your plans can help avoid confusion and disagreements if you become dependent on them for obtaining care. Join us: https://ow.ly/x1WW50SlS1x
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Happy #BeAKidAgainDay 🙌 Today is all about embracing your inner child and letting go of your worries. 📣 SO, LET US KNOW 📣 What's you're favorite childhood memory that you wish you could relive again today? 👇 #SavantWealth #EmbraceYourInnerChild
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Happy Independence Day from all of us at Savant Wealth! 🦉 Today, we celebrate the principles of freedom, diversity, and unity that make our nation great. Wishing you a safe and festive Fourth of July surrounded by family and friends. Savant's offices are closed today; we will resume normal business hours tomorrow. ❤️🤍💙 #IndependenceDay
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Every Fourth of July, we celebrate the American spirit – the freedom to choose our own paths and chase our dreams. But what if worries about financial burdens clip your wings and limit your choices? Read the Article Here: https://ow.ly/3m3A50StPuN
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Financial independence is a highly personal concept, meaning different things to different people. It’s a journey to discover what brings joy and fulfillment into your life, whether that’s traveling, family, personal projects, or simply living life on your own terms. 🦉 https://ow.ly/mikI50StgPH
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Making decisions about your retirement – where you want to live, how you’ll protect your assets, what kind of care you want should you ever need it – is no small task. Getting your family on board with your plans can help avoid confusion and disagreements if you become dependent on them for obtaining care. Join us: https://ow.ly/x1WW50SlS1x
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