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Plan to Succeed

We plan because planning is powerful. We plan because planning is proactive. Planning provides us with options before we need them. Planning is and will always be at the core of everything we do. See below for client resources and logins.

We value our clients’ values. Our goal is a curated plan unique to you, your needs, and your goals.

Fidelity

Fidelity Investments gives you access to your Fidelity account information from your desktop or mobile device.

Schwab

Schwab Alliance gives you access to your Schwab account information from your desktop or mobile device.

Orion

Orion accounts can now be accessed via Savant’s Client Resources page. Click Bridgeworth Legacy Portal.

 

The Orion client portal gives you the tools to view and manage all the essential elements of your financial planning process. With this portal, you have access to a range of collaborative tools and resources from desktop or mobile.

eMoney

eMoney accounts can now be accessed via Savant’s Client Resources page. Click Savant’s eMoney Portal.

 

eMoney allows you to easily add and track progress toward reaching your financial goals, including spending, budgeting tools, and the ability to store important files securely.