Savant - University Wealth Management

Avoiding a Big Tax Bill

Paying Too Much in Taxes?

No one likes a big tax surprise. The complex nature of tax laws and the tax planning opportunities within university retirement plans make the need for professional tax assistance clear.Our tax planning focuses on helping clients create tax balance in retirement, explore tax advantages in university benefit plans, and evaluate tax savings opportunities while you work.

Our goal is to make sure you pay no more in taxes than you legally owe, and we can develop longer-term tax plans designed to help you avoid experiencing a surprise in the future.

Avoiding a Big Tax Bill

Schedule a No-Obligation Introductory Call

Transitioning into Retirement Hero

Financial Health Assessment

Got three minutes? That’s all it takes to get an objective and wide-ranging audit of your financial situation. Our financial health assessment helps you prioritize the areas that need attention so you can create a plan of action. With the click of your mouse, you’ll learn potential financial strategies, identify needless risk, and capitalize on available opportunities to closely align your actions with your retirement goals.