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Our financial planning process starts with determining what is important to you and analyzing your current plan based on the 10 Key Planning Disciplines. Our team then proposes optimal strategies and structures. Of course, a plan will not work if you do not follow through. Thus, the fourth stage helps implement your plan in a focused, efficient, and accountable manner.
Our proprietary portfolio methodology was developed with the evidence-based approach in mind. The goal is to maximize a client's return on investment following a four-step process which includes: Investment Strategy Review, Investment Transition, Investment Management, and Portfolio Review.
Savant Capital's Ideal Retirement Plan is committed to helping companies provide an attractive benefit plan to their employees while reducing their fiduciary risk and minimizing administrative burden. Furthermore, we do this while providing a best-in-class value proposition to your participants.