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03
Savant Advantage - What Is Your Ideal Future?

With an effective vision, strategies, structures, plan, and disciplined implementation, you and your loved ones can benefit from simplicity, confidence, and the peace of mind that results from knowing your assets are closely aligned with your values and goals. While no advisor can guarantee your success, Savant’s unique value proposition, robust capabilities, highly experienced investment, financial planning, and tax team, and our commitment to your success increase the chance that, together, we can build your ideal future.

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The Ideal Futures Portfolio

Our proprietary portfolio methodology was developed with the evidence-based approach in mind. In the PDF attached you will find a four step process with multiple layers that will help you build a better portfolio. This is a key tool embedded within The Building Ideal Futures ProcessSM.

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The Building Ideal Futures Process

Our Building Ideal Futures ProcessSM starts with determining what is important to you and analyzing your current plan and portfolio. Our team then proposes optimal strategies and structures. Of course, a plan will not work if you do not follow through. Thus, the fourth stage helps implement your plan in a focused, efficient and accountable manner. Finally, our team continually reviews and measures your progress to ensure your plan remains aligned and updated to leverage all available strategies

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A Roadmap to Your Ideal Future
Getting to your destination requires planning, focus, coordination, and the ability and willingness to adapt as you encounter challenges along the way. Your first step is to determine what type of future you desire—where do you really want to go? From there Savant can serve as your financial guide by helping you identify your starting point, where you are heading, and the best route. We want to help you navigate to your ideal future. We want to help you navigate.

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