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Planning the Roadmap to Your Future

Often our clients know where they want to be, but they need the collective wisdom and insight of a team of professionals to help them get there. Whether you want to retire early to travel the world, buy a second home, fund higher education for your family’s next generation, or leave a legacy for multiple generations, we want to help you navigate your personal vision of an 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.

From there, Savant can serve as your financial guide by helping you identify your starting point, where you are heading, and the best route to get there, especially in the face of planned and unpredicted critical life events. Building ideal futures is more than just a tag line; it is the reason we come to work every day.

Critical Life Events2

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National Recognition

Largest fee-only RIAs
Ranked 42nd among the "Largest Fee-only Registered Investment Advisors" in June 2015.
Investment News
Top 100 RIA Firms
Ranked 39th among the  "Top 100 RIA Firms" in January 2015.
Financial Planning Magazine
2015 Best-in-Business IMPACT Award™
An independent investment advisory firm with a track record of growth and excellence.
Schwab’s IMPACT Awards®