- Debt Management
- Tax Planning
- Financial Planning
- Health Insurance
- Disability Income Insurance
- Long-Term Care Insurance
- Retirement Rollover
- TSP 401-K, 403-B, and 457 Plan Consulting
- Life Insurance Planning
- Mutual Funds & Annuities
- Estate Planning
- Church Financial Ministries
- Tuition Planning and 529s
- Divorce Financial Analysis
- Seminars
Savant Financial & Tax Services approaches financial planning from a holistic perspective. To maximize the potential of a financial plan, we believe in a fully integrated approach. A well-designed plan, for example, often requires coordination of many variables such as wills, trusts, qualified retirement plans, and investments.
For those specialized areas, we draw upon the expertise of professionals in their respective fields. Our team of specialists follows a system that can ensure clients a high standard of excellence.
Savant Financial & Tax Services offers a diverse range of investment instruments such as mutual funds, variable annuities, and variable universal life insurance products. Other life, health, disability, group, and long-term care insurances are also available.
Additional programs include deferred compensation, stock redemption, key-person insurance, disability buyout, pension, and profit-sharing plans consisting of 401-K and 403-B. We also offer estate liquidity, survivorship planning, and tuition funding ideas.
