Financial Planning

Objective and Comprehensive Advice

A solid financial plan serves as an important guide to help you make good decisions, measure progress, plan for both the expected and unexpected and to know whether youre on track along the way. At Savant, helping you define your vision and goals and then working with you to develop your unique plan to achieve them is something we take very seriously.

We perform an objective and comprehensive review of your current financial situation. Similar to an annual physical with your doctor, our advisors first adhere to a proper diagnosis before ever thinking to draft a prescription. Through Savants proprietary Ideal Futures Financial Health AssessmentSM, we review and prioritize which aspects of your financial situation need attention first. We then formulate and propose optimal planning strategies. This process helps us determine if you are using all the financial strategies and tools available. It also helps you capitalize on all available opportunities to closely align your decisions and assets with your goals.