Complimentary Tax Planning Session Application

Your Tax Planning Strategy Session will consist of two meetings, with the goal of demonstrating the value of proactive tax planning and giving you an actionable plan to get started.

  • You will start with a Discovery Meeting on Zoom or at the office of your local Savant Advisor to further explore your vision for the future, understand what you want to accomplish, and review your financial picture. As a follow-up to that meeting, we will request to review your investment account statements and tax return, along with other pertinent tax and financial data.
  • A week or two later, we will connect again for an Exploration Meeting to review proposed strategies and lay out an action plan. This would include not just tax planning but also investment, retirement, and estate planning strategies. After that Exploration Meeting, it is our intention for you to walk away with greater understanding of your tax situation and an actionable plan to get started. At the conclusion of this meeting, we would also be happy to talk about what it would look like to continue working together in an ongoing wealth management relationship, but you are under no obligation to do so.

Apply for Your Complimentary Tax Planning Session

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About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.

Savant Wealth Management (“Savant”) is an SEC registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. A copy of our current written disclosure Brochure discussing our advisory services and fees is available on our website (see ADV Part 2A in the footer of our website) or upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.