Our guidebook is designed for university faculty with at least $500,000 in investable assets. It can help simplify the estate planning process by outlining an efficient four-step plan you can use to pursue your legacy goals. It also helps reveal key points to consider along the way.
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Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice and services to individuals, families, and businesses across the nation. We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer. That’s Wise Counsel by your side.