We help smart people make smarter financial decisions. My specific niche is providing financial planning services to help people maximize their after tax wealth. I work out of our Santa Fe and Chicago offices. I specifically serve high income, mass affluent individuals and corporate executives and business owners on a hourly, project or assets under management basis. Because I owed my business , I know the constraints that people face in managing their finances. The interaction between financial planning, investments and estate planning with the over lay of taxes makes managing finances complicated and potentially a full time job. My focus at Savant Capital Management is to generate value by designing financial plans that lead to better financial choices and logical investment decisions that are designed to achieve the our client's goals. As an example, CFAs value independent, analytical and insightful input as they make their investment decisions. Savant Capital Management provides customized, independent, analytical and insightful financial plans that our clients use to help reduce uncertainty and increase the probability of achieving their financial goals. Our clients utilize us for hourly or project financial planning, portfolio management risk assessments and family office services. We serve our clients by providing integrity, trust, wisdom and confidence. We are fee only and do not sell any products. We strive to help our clients build their "Ideal Financial Futures" by providing an integrated approach to financial planning. Our core values are Ethics, Education and Experience. e values. We integrate financial planning, taxes, investment risk ,business risk and estate planning to help you achieve your goals. Specialties: MBA, CPA/PFS, CFA, CFP, CSEP Check out Alpha Beta now Gamma; Morningstar white paper on quantifying the value of financial planning https://corporate.morningstar.com/us/documents/ResearchPapers/AlphaBetaandNowGamma.pdf Our regulator prohibits us from displaying endorsements; as a result we have to remove them from Linked In. Please call us for references. 