Daryl Dagit

Market Manager Financial Advisor Member Owner @Savant Wealth Management

Peoria, IL, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jun 2010 — Present

Market Manager Financial Advisor Member Owner @Savant Wealth Management

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As a financial advisor and financial planner at Savant Wealth Management, I am responsible for managing all aspects of the financial planning and investment process for my clients. I routinely meet with clients, financial advisors, portfolio managers, and financial planners to determine and coordinate effective financial planning, investment, and tax strategies. More specifically, I help my clients pursue peace of mind by taking an inventory of their wealth, documenting goals and needs, and determining the most tax-efficient sources of retirement income for their financial planning situation. Beyond managing investments, as a financial planner and financial advisor, I share knowledge of simple and complex financial planning strategies. Savant Wealth Management (\"Savant\") is an SEC registered investment adviser. Please visit for more information.

SKILLS

Deferred CompensationFinancial PlanningRetirement Income PlanningQualified Retirement PlansAsset AllocationCharitable Gift PlanningInvestment StrategiesCash Flow PlanningTax Management401k RolloversWealth ManagementRoth ConversionsRetirement PlanningFinancial AnalysisExecutive Compensation PlanningAsset ManagementPension AnalysisIrasMulti-Generational PlanningPortfolio Management

ABOUT DARYL DAGIT

I am a financial advisor in Savant’s Peoria, IL office, a member of the Advisory Team…

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