For military service members and veterans
Tell us about your situation. We'll discuss whether we're a good fit. There's no obligation.
Request a conversationYou can contact Savant Wealth Management through the request form, then talk by screen-share video call or by phone. The office is at 1200 West McWilliams Avenue, Las Vegas, NV 89106, United States.
The intro call usually stays short. It covers your pension, your Thrift Savings Plan and the second-career income you're lining up, and which decision has the nearest due date.
Can you ask first and decide later?
Yes. Nothing you ask on the intro call commits you to anything. Say you're 2 years from retirement: you can ask how a military pension fits beside a Thrift Savings Plan balance, or whether a new employer's 401(k) is worth a rollover.
Savant Wealth Management sends the fee schedule in writing ahead of the intro call, so cost is on paper before you talk. The client minimum is $500,000 in investable assets. Below it? Ask anyway.
Should your spouse join the call?
Bring them. A spouse, partner or adult child can sit in on the same screen-share.
If your pension carries a survivor benefit election, the person it protects should hear the numbers too. Nobody has to prepare. A recent Thrift Savings Plan statement and a pension statement help, if you have them handy.
The order from form to intro call
The steps run in this order, and the wait between them is usually short.
Keep the form to contact details and a note on your situation. Leave out account numbers and Social Security numbers. We use what you send to reply and prepare, nothing more.
- Send the request form
- Get a reply to set a time
- Receive the fee schedule in writing
- Hold the intro call
Questions people ask Savant Wealth Management
Do I have to move my TSP before the intro call?
No. Accounts only move if you decide they should, and the intro call doesn't require it. If your Thrift Savings Plan balance sits in the TSP now, you can ask what a rollover would change, including the tax cost, before any decision. Leaving it where it is stays a valid answer.
Can I meet by video or phone while I'm still on active duty?
Yes. Most clients talk with Savant Wealth Management by screen-share video call or by phone, so you can book from a base overseas or between duty stations. If you'd rather meet in person, ask for an appointment at the Las Vegas office. Hours there are by appointment.
What if I'm not ready to decide on my pension yet?
Nothing is required if you aren't ready. The form's details are used to reply to you and prepare for the call, so leave out account and Social Security numbers. If your retirement date is still a year off, say so in the note and pick a call date that fits.
Does Savant Wealth Management work from anywhere?
Yes. Clients are spread across the country, and most calls run by screen-share video or phone, so a move between duty stations doesn't interrupt anything.
In-person meetings happen at the Las Vegas office by appointment.
Savant Wealth Management contact details
Savant Wealth Management, LLC1200 West McWilliams Avenue, Las Vegas, NV 89106, United States
Areas we serve
Advising clients coast to coast, online and by phone; or in person in Las Vegas.