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Text Content

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 * Who We Serve
   * Individuals & Families
     * Building Wealth
     * Transitioning into Retirement
     * Leaving a Legacy
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   * Client Login
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Contact Us
 * Resources
   * Articles, Market Commentary & More
   * Webinars
   * Wise Women
   * Free Financial Tools
   * News Room
 * Our Wise Counsel
   * On Your Side
   * Our Approach
   * Our Process
   * Our Team
   * Our Authors
   * Our Speaker’s Bureau
 * Who We Serve
   * Individuals & Families
     * Building Wealth
     * Transitioning into Retirement
     * Leaving a Legacy
   * Executives & Professionals
   * University Professionals
   * Businesses
 * Our Services
   * Comprehensive Wealth Management
   * Investment Management
   * Financial Planning
   * Estate Planning & Wealth Transfer
   * Tax Advisory & Preparation
   * Trust Services
   * Accounting & Consulting Services
   * Family Office Services
   * Company Retirement Plan Services
 * About Us
   * Our Firm
   * Our Team
   * Our Locations
   * Our Recognition
   * Our Story
   * Our Career Center
   * Our Community Involvement
   * Our Culture
 * Becoming a Client
   * What You Can Expect and FAQs
   * 3-Minute Financial Health Assessment
   * Schedule An Introductory Call
 * Client Resources: Logins and FAQs
 * 401(K) Login & Support


FINANCIAL PLANNING FOR EXECUTIVES AND PROFESSIONALS


EXECUTIVE FINANCIAL PLANNING

We understand the financial complexities that can make executives and
professionals cautious. Executive compensation packages, fringe benefits,
business ownership, and business partnerships often complicate traditional
financial planning strategies and require specialized financial planning for
executives.

Our deep bench of specialists, which includes financial advisors, attorneys, and
accountants, collaborate to help manage and minimize your overall tax liability.




SPECIALIZED EXPERTISE TO EXECUTIVES WITH EQUITY-BASED COMPENSATION

We help provide comprehensive wealth planning and specialized expertise to
senior-level corporate executives who have equity-based compensation. Our stock
incentive plan services, executive planning services (EPS), and executive wealth
services go beyond the traditional financial planning methodology to include
valuation, tax, timing, liquidity, risk management, and estate planning.

Learn more


COMMONLY ASKED QUESTIONS


WHAT IS EXECUTIVE FINANCIAL PLANNING?

It’s imperative to plan for unexpected events like job loss or health
challenges. Executives often ask, how much financial planning is needed to
maximize my long-term incentives (LTI) benefits, fringe benefits, pension, and
other retirement benefits? These are important matters to ensure their plan
remains solvent throughout their lifetime. Click here to learn more about
Executive Compensation Planning for Life.


WHAT KIND OF TRAINING AND EXPERIENCE DOES SAVANT HAVE IN THE COMPLEX WORLD OF
EQUITY COMPENSATION, INCLUDING PERFORMANCE STOCK OPTIONS AND RESTRICTED STOCK
UNITS, ETC.?

The Savant Wealth Management team includes highly skilled individuals who hold
one or more of the following professional designations; CERTIFIED FINANCIAL
PLANNERTM (CFP®), Certified Equity Professional (CEP), Chartered Financial
Consultant® (ChFC®), and Accredited Investment Fiduciary® (AIF®).


WHAT SHOULD I LOOK FOR IN A FINANCIAL ADVISOR?

When you’re looking for a financial advisor, it’s smart to take your time and
ask the right questions. It is one of the most important financial decisions you
will make, and the research will take some work, but we believe partnering with
the right advisor will help reduce your stress and give you more confidence and
security. Things to consider when choosing an advisor:

 * Qualifications and designations
 * Depth of services and expertise
 * Experience
 * Philosophy
 * Size of their team
 * Compensation and fees
 * Conflicts of interest
 * Typical clients they serve


HOW CAN WE
HELP?

 * First Name*
   
 * Last Name*
   
 * Zip*
   
 * Phone*
   
 * Email*
   
 * To provide you with the best experience and most relevant content, please
   provide an estimate of your investable assets.*
   Select Asset Range$0 - $300,000$300,000 - $600,000$600,000 -
   $1,000,000$1,000,000 - $2,500,000$2,500,000 - $5,000,000Greater than
   $5,000,000
 * Comments*
   
 * 
 * 
 * 

 * I consent to sharing my information with Savant. By proceeding, you agree to
   receive communication from Savant. You can opt out at any time.

 * Email
   
   This field is for validation purposes and should be left unchanged.



Δ

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CONTACT

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