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Savant Tax & Business Services
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Savant Tax & Business Services approaches financial planning from a holistic perspective - to maximize the potential of a financial plan, we believe in a fully integrated approach. A well-designed plan, for example, often requires coordination of many variables such as wills, trusts, qualified retirement plans, and investments. Other life, health, disability, group, and long-term care insurances are also available. |
Address: Seabrook, MD, 20706
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Website: Savant Tax & Business Services | | Phone Number |
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Health Insurance
Savant Tax & Business Services portfolio includes permanent individual health plans and temporary health plans for "in-between jobs", individuals, and recent college graduates. For self-employed individuals, a medical savings account is available that provides tax deductions for all amounts invested for medical expenses.
Disability Income Insurance
Recognizing that workers are more likely to become disabled and that there is a need to protect income, Savant Tax & Business Services offers a comprehensive long-term-disability product.
Long-Term Care Insurance
As Americans live longer and the cost of nursing home care increases, there is a need for an insurance plan to pay for skilled care both inside and outside nursing homes. Savant Tax & Business Services offers a variety of plans to pay that cost.
Retirement Rollover
Savant Tax & Business Services believes you should never leave your money where you are not. Once you have been terminated or retired, you should rollover those retirement plans into an IRA over which you have control. Savant Tax & Business Services offers a variety of products for your rollover.
TSP 401-K, 403-B, and 457 Plan Consulting
Savant Tax & Business Services assists workers in determining their portfolio mix in their companies` retirement plans. Savant Tax & Business Services also establishes such plans for companies and offers exchange plans for companies that are not satisfied with the administration of the plans presently in place.
Life Insurance Planning
Savant Tax & Business Services assists individuals and business in determining their insurance needs. As a broker for several companies, we are able to select the right product for your needs. We help you to determine whether you should buy term, cash value, or investment policies.
Estate Planning
Savant Tax & Business Services coordinates with clients` legal advisors to perform hypothetical probate analyses, estate tax funding planning, and charitable giving strategies.
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