Savant - University Wealth Management

Maximizing University Benefits

How Will You Replace the University Benefits You Will Lose in Retirement?

Universities offer some of the most generous benefits available, but we often see four common mistakes in the ways university professionals use their benefits. These include no plan for a loss of benefits in retirement, not using or maximizing supplemental plans, lack of insurance coverage, and not saving for health expenses. An independent review of your benefits package can help identify any gaps in your planning.

Maximize Benefits

Schedule a No-Obligation Introductory Call

Transitioning into Retirement Hero

Financial Health Assessment

Got three minutes? That’s all it takes to get an objective and wide-ranging audit of your financial situation. Our educational financial health assessment helps you prioritize the areas that need attention so you can create a plan of action. With the click of your mouse, you’ll learn potential financial strategies, identify needless risk, and capitalize on available opportunities to closely align your actions with your retirement goals.