Michael Cyrs and Brent Brodeski join panel on trust and estate planning
Continuing to exemplify the importance of comprehensive financial planning for financial advisory firms, Savant Capital Management Director of Wealth Advisory Michael Cyrs and CEO Brent Brodeski were invited to speak at the TD Ameritrade National LINC conference in Orlando.
Savant, a nationally-recognized fee-only wealth management firm, has further positioned itself as an industry leader because of its pursuit to help bridge the gap between building wealth and transferring wealth via its hands-on support team.
On Jan. 31, Cyrs and Brodeski participated in the TD Ameritrade panel, “Trust and Estate Planning for Holistic Client Relationship Management,” which included discussions about the latest trends impacting estate planning and how to have meaningful client conversations. Cyrs and Brodeski spoke about clients’ appreciation for comprehensive financial planning, which includes trust and estate planning.
“It’s important for clients to have a team with the expertise to help manage the complexities that come along with financial planning,” said Cyrs. “We have strategically hired CPAs and attorneys that have a deep comprehension of tax management and estate and wealth transfer processes. This allows financial advisors to collaborate in-house and is helping to coach individuals through important financial decisions.”
The annual TD Ameritrade National LINC conference attracts more than 1,800 registered investment advisory firms across the county. It uncovers latest trends, technology and business solutions and opportunities for financial advisors to gain new perspectives on their businesses.
Savant manages more than $5 billion in assets and employs more than 150 team members. Headquartered in Rockford, IL, Savant also has offices in Chicago, Freeport, Geneva, Hoffman Estates, Naperville, Peoria, Sterling, and Wilmette, IL; McLean, VA; and Madison and Park Falls, WI.
About Savant Capital Management
Savant Capital Management is a leading independent, nationally-recognized, fee-only firm, serving clients for 30 years with more than $5 billion in assets under management. As a trusted advisor, Savant Capital Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.
Savant is regularly recognized among the top wealth managers in the United States. Savant was the recipient of the 2015 Best-in-Business IMPACT Award™, part of Schwab’s IMPACT Awards® program to recognize excellence in the business of independent financial advice. Savant has consistently received other industry recognitions including recently being included on the Forbes top 200 financial advisors list, the Barron’s top 20 independent advisory firms list, being named the #9 rated RIA firm by Financial Planning magazine, and included in additional top advisors lists by Financial Advisor magazine and InvestmentNews.
Savant Capital Management is a Registered Investment Advisor. Savant’s marketing material should not be construed by any existing or prospective client as a guarantee that they will experience a certain level of results if they engage Savant’s services and may include lists or rankings published by magazines and other sources which are generally based exclusively on information prepared and submitted by the recognized advisor. Click here for more information about Savant or to view our Important Disclosures.
Savant Capital Management and its employees are independent of and are not employees or agents of Charles Schwab & Co., Inc. (“Schwab”). Schwab does not prepare, verify or endorse information distributed by Savant Capital Management. The Best-in-Business IMPACT Award™ is not an endorsement, testimonial endorsement, recommendation or referral to Savant Capital Management with respect to its investment advisory and other services.