Identifying Risks & Prioritizing Opportunities

To assure your health is optimal, it is best practice to get an annual physical from your family doctor. During that physical your doctor will ask questions and perform tests. If anything is off track they would provide a treatment plan or refer you to a specialist.

Similarly, Savant’s Ideal Futures Financial Health AssessmentSM helps determine if you are using all the financial strategies and tools available. This assessment provides us with an objective and comprehensive review of your current state, identifying needless risk and prioritizing opportunities that closely align your decisions and assets with your goals.

Find out which of the 10 Key Planning areas need the most attention in your life. We'll guide you through the Ideal Futures Financial Health AssessmentSM to get you started.

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10 Key Planning Areas for Financial Health Assessment:

  • Vision and Goals
  • Retirement Planning
  • Risk Management and Asset Protection
  • Debt Management
  • Education Planning
  • Income Tax Planning
  • Investment Planning
  • Estate Planning and Administration
  • Business Planning and Succession
  • Charitable Planning