Review Potential Year-End Tax Planning Opportunities Before 2026 2025 is almost over, and with it, a rare chance to get ahead of major tax changes. The One Big Beautiful Bill Act (OBBBA) offers changes starting in 2026. Our Year-End Tax Guide gives you a quick, actionable checklist to help you: 🔹 Review potential deductions available under current law 🔹 Consider credits that may not be available next year 🔹 Consider estate planning strategies that may support your goals Download the Checklist https://ow.ly/PvVn50Xf9VK #TaxTips #FinancialPlanning #HighNetWorth #EstatePlanning #SavantWealth
Savant Wealth Management
Financial Services
Rockford, IL 7,165 followers
Fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses
About us
At Savant Wealth Management, we’re on a mission to make a difference in the lives of one million people. With a full suite of financial services, we strive to provide unbiased advice, and continually refine our process to help you achieve your ideal future – whatever that looks like to you. Do you want to start or sell a business? Travel the world? Even if your ideal future is as simple as living comfortably in retirement, we’re here for you. Our Wise Counsel encompasses a wide range of services, such as investments, financial planning, tax management, estate planning, private trust, family wealth transfer, accounting services, and retirement plans. If you’re looking for a team dedicated to you and your family’s success, now and throughout your lives, visit us at www.savantwealth.com to find an office near you. We’d love to make a difference in your life. Savant Wealth Management is a registered investment adviser headquartered in Rockford, Illinois. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement.
- Website
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http://www.savantwealth.com
External link for Savant Wealth Management
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Rockford, IL
- Type
- Privately Held
- Founded
- 1986
- Specialties
- Investment Management, Financial Planning, Retirement Planning, Qualified Retirement Planning, Trust Services, Estate Planning, Endowments & Foundations, Tax & Consulting, Philanthropic Planning, Cash Flow Management, and Family Wealth Transfer
Locations
Employees at Savant Wealth Management
Updates
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🦉𝗥𝗲𝘁𝗮𝗶𝗻 𝗠𝗼𝗿𝗲. 𝗦𝘁𝗿𝗲𝘀𝘀 𝗟𝗲𝘀𝘀. Want to help optimize your tax strategy? If you’ve saved $750K+, learn tax-efficient moves and advanced planning. Act Now to Reserve a Seat for Our Free Online Webinar: https://ow.ly/SyMY50X4Xrt
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Savant Financial Advisor 𝐀𝐧𝐝𝐫𝐞𝐰 𝐃'𝐀𝐦𝐢𝐜𝐨 is quoted in a recent article in the Huntsville Business Journal titled, 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐀𝐝𝐯𝐢𝐬𝐨𝐫 𝐔𝐫𝐠𝐞𝐬 𝐂𝐚𝐥𝐦, 𝐂𝐚𝐬𝐡-𝐅𝐥𝐨𝐰 𝐅𝐨𝐜𝐮𝐬 𝐚𝐬 𝐅𝐞𝐝𝐞𝐫𝐚𝐥 𝐒𝐡𝐮𝐭𝐝𝐨𝐰𝐧 𝐇𝐢𝐭𝐬 𝐇𝐮𝐧𝐭𝐬𝐯𝐢𝐥𝐥𝐞 𝐇𝐚𝐫𝐝: https://ow.ly/AoiK50Xc7o8
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2025 Year-End Tax Checklist: Navigating the One Big Beautiful Bill Act (OBBBA) As 2025 winds down, high-net-worth households face a rare planning window. The One Big Beautiful Bill Act (OBBBA) offers an opportunity to make the most of today's tax code before sweeping changes take effect in 2026. Our latest guide offers a concise checklist to help you: ✅ Potentially maximize deductions ✅ Understand time-sensitive tax credits ✅ Protect your estate for future generations Download the Checklist https://ow.ly/BCNb50Xf9Va #TaxPlanning #OBBBA #WealthManagement #YearEndStrategy #SavantWealth
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🦉𝗣𝗹𝗮𝗻 𝗬𝗼𝘂𝗿 𝗟𝗲𝗴𝗮𝗰𝘆 𝗧𝗼𝗱𝗮𝘆 Protect what you’ve built. For those with $750K+, discover steps to help secure your legacy and safeguard loved ones. Save your seat today. Register for our free online webinar: https://ow.ly/2bYZ50X50kw
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𝐐𝟑 𝟐𝟎𝟐𝟓 𝐌𝐚𝐫𝐤𝐞𝐭 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬: 𝐖𝐡𝐲 𝐖𝐞 𝐁𝐞𝐥𝐢𝐞𝐯𝐞 𝐃𝐢𝐬𝐜𝐢𝐩𝐥𝐢𝐧𝐞 𝐚𝐧𝐝 𝐃𝐢𝐯𝐞𝐫𝐬𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐒𝐭𝐢𝐥𝐥 𝐖𝐢𝐧 - Explore Savant Wealth’s Q3 2025 Market Insights: Economic trends, stock performance, and why disciplined, diversified investing contributes to long-term success by reading this blog by Savant's Chief Investment Officer, Zach Ivey: https://ow.ly/ckSB50XbZxj
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𝗔𝗿𝗲 𝗬𝗼𝘂 𝗣𝗹𝗮𝘆𝗶𝗻𝗴 𝗢𝗳𝗳𝗲𝗻𝘀𝗲 𝘄𝗶𝘁𝗵 𝗬𝗼𝘂𝗿 𝗪𝗲𝗮𝗹𝘁𝗵 𝗼𝗿 𝗦𝘁𝘂𝗰𝗸 𝗼𝗻 𝗗𝗲𝗳𝗲𝗻𝘀𝗲? Add more than “save” to your financial goal playbook. Find out how to enjoy life today while staying prepared for tomorrow. To learn more, read this blog by Savant's Financial Advisor, Chase Hutter: https://ow.ly/W6Jx50XbZ89
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🦉𝗣𝗹𝗮𝗻 𝗬𝗼𝘂𝗿 𝗟𝗲𝗴𝗮𝗰𝘆 𝗧𝗼𝗱𝗮𝘆 Protect what you’ve built. For those with $750K+, discover steps to help secure your legacy and safeguard loved ones. Save your seat today. Register for our free online webinar: https://ow.ly/2bYZ50X50kw
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𝐌𝐚𝐫𝐤𝐞𝐭 𝐓𝐢𝐦𝐢𝐧𝐠 𝐯𝐬. 𝐏𝐮𝐭𝐭𝐢𝐧𝐠 𝐢𝐭 𝐢𝐧 𝐚 𝐃𝐫𝐚𝐰𝐞𝐫 - Market timing sounds logical but rarely works. Learn why a steady, long-term approach beats chasing perfect entry and exit points. To learn more, read this blog by Savant's Managing Partner and Financial Advisor, Jack Phelps: https://ow.ly/Pk1z50XbYXs
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𝐌𝐚𝐤𝐞 𝐈𝐭 𝐚𝐬 𝐒𝐢𝐦𝐩𝐥𝐞 𝐚𝐬 𝐏𝐨𝐬𝐬𝐢𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐍𝐨𝐭 𝐒𝐢𝐦𝐩𝐥𝐞𝐫: 𝐀 𝐂𝐚𝐮𝐭𝐢𝐨𝐧𝐚𝐫𝐲 𝐄𝐬𝐭𝐚𝐭𝐞 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠 𝐒𝐭𝐨𝐫𝐲 - Estate planning should be simple—with purpose. See how complexity created tax and probate headaches for one family and how to help keep your plan clear and current. To learn more:, read this blob by Savant's Financial Advisor, Guy Randazzo: https://ow.ly/J1uC50XaBX0
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