Savant Capital

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Investment Management, Financial Planners, Financial Planning Consultants

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(847) 969-0600Call Visit WebsiteVisit Website Map & DirectionsDirections2300 N Barrington RdHoffman Estates, IL 60169 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near Hoffman Estates with Investment Management

Schaumburg (6 miles)
Bartlett (8 miles)
Palatine (9 miles)
Roselle (10 miles)
Barrington (11 miles)
Rolling Meadows (11 miles)
Bloomingdale (13 miles)
Arlington Heights (14 miles)
Itasca (14 miles)
Elgin (15 miles)

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Extra Phones: Fax: (815) 226-2195
Location: Barrington Point
Other Link: https://www.savantcapital.com
Categories: Investment Management, Financial Planners, Financial Planning Consultants, Insurance, Investment Advisory Service, Investments, Stock & Bond Brokers

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Details

Phone: (847) 969-0600

Address: 2300 N Barrington Rd, Hoffman Estates, IL 60169

Website: https://www.savantcapital.com

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Savant Capital

Tax Planning
We offer a wide range of tax planning and preparation services for individuals and families, partnerships, corporations, and trusts. Savant has a large, credentialed team of CPAs and tax professionals ready to partner with you.
Charitable Giving
As we approach the giving season of 2023, it's a good time to reflect on the state of charitable giving among affluent households. A Bank of America Study offers a comprehensive look at the trends and influences that shape charitable contributions in our society.
Estate Taxes
Avoiding Probate
How will you and your loved ones be taken care of in the future? Having an estate plan can help you organize your affairs, create a plan for distributing your assets, plan for capital gains and help avoid probate. During this presentation you will learn ways to help protect your assets in the event of death or disability, potentially save or reduce estate and income tax that may otherwise be due at death, help provide for the efficient transfer of your real and personal property, and reduce or avoid conflict among your heirs while avoiding court involvement in the administration of your estate.
Tax Services
This may seem rudimentary, but the IRS will reject your return and delay processing if you enter the wrong Social Security Number. Double-check that your wages, interest, income, and other information on your return match the amounts on your W-2, 1099, and K-1 forms. The IRS cross-checks these forms to flag discrepancies. Verify your math, since incorrect figures can affect your tax owed or refund amount. Many tax preparation software programs let you upload documents and perform calculations, but reviewing everything for accuracy is always a good idea.
Tax Deductions
Tax Benefits: Whether you co-own with a spouse, domestic partner, sibling, or friend, you can still qualify for tax deductions and credits on mortgage interest, property taxes, and more. The split depends on ownership structure, who pays what expenses, and your tax filing status. There are also state-specific variations, but co-owning can still lead to a lower tax bill.
Income Tax
Financial, life, estate, and income tax planning should serve as the foundation for effective and integrative investment strategy.

Investment Management
You may be very knowledgeable when it comes to wealth planning and investment management, but few executives and professionals have the time or the energy to effectively manage their own wealth.
Bonds
Wealth Management
Our advisors are adept at presenting financial topics to individuals and professional audiences. Whether you’re planning an industry conference, professional learning session, or client event, Savant Wealth Management can help.

Accounting Services
Savant has acquired Clinton, S.C.-based Peay & Associates, LLC, a CPA firm providing tax and accounting services to individuals and businesses, and its associated RIA.
Payroll Services
Bookkeeping Services

Financial Planning
At Savant, we have a diverse team who are committed to empowering women. We recognize that while the basics of money management have nothing to do with gender, women often have different financial challenges and unique financial planning needs. They tend to live longer, save less, invest more conservatively, and take breaks from the workplace to care for others.
Retirement Planning
Whether providing you advice regarding investments, tax strategy, retirement planning, estate and trust planning, business succession, or philanthropy, our team of specialists can help you move closer to achieving financial independence. We will execute and implement your plan in a focused, efficient, and accountable fashion. Together, we will continually review and measure your progress to help ensure your plan remains aligned with your goals and is leveraging all available strategies. Our wise counsel will provide ongoing professional guidance and oversight on the road to helping you pursue your goals.
Asset Management
Chip has a broad background in fiduciary asset management with expertise in credit and equity research, risk-based portfolio construction, trading, investment policymaking, and investment manager due diligence.
Living Trusts
Savant Private Trust is available to serve as trustee for all your trust administration needs, including living trusts, asset protection trusts, revocable and irrevocable trusts, charitable trusts and family foundations, special needs trusts, and dynasty and similar multi-generation trust arrangements.
College Funding
If putting your children or grandchildren through higher education is important to you, you’ll want to take advantage of all available education planning strategies while you’re balancing saving for retirement. An education plan helps you assess how much it may cost in the future and determine the best ways to fund this expense in a tax-efficient manner.
Asset Protection
If you don’t have appropriate insurance, you may not be efficiently protecting the people and things that are important to you. Maintain an appropriate amount of insurance by regularly evaluating your needs, policy types, coverage amounts, beneficiaries, and other factors to help ensure you are protected when you encounter obstacles and detours on the way to your ideal future.

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