Transitioning into and Living in Retirement

Living Life on Your Own Terms

For what seems like forever, you’ve focused on building your life, your family, and your wealth. But one day you realized it’s time to start focusing on you and your next chapter. But you may not feel prepared to plan the next phase, which can be more complex and include an endless array of options.

You may have some big decisions on the horizon – Do you have enough to retire? What will you do with the next chapter in your life? With current market conditions, is it the right time to retire? Can you sell your house and move to a warmer climate?

Let Us Guide You

Savant helps people grappling with these questions every day. We know the ins and outs of retirement planning and the financial details in play. We can help you switch gears from “saving for” retirement to “preparing for” retirement and finally “living in” retirement. Our experienced team of financial planning, tax, and estate planning experts can look at your changing situation and orchestrate how to put your 401k plan, pension, company stock and options, and other assets to work to support your next chapter.