Plan With Purpose • Retire With Confidence • Live Your Legacy
A Thoughtful Approach
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Every retirement plan should start with a clear understanding of what matters most to you. At Savvy Wealth Planning, we take the time to understand your goals, priorities, income needs, and vision for retirement before recommending a path forward.
From there, we look at the full financial picture to identify gaps, explore opportunities, and build a personalized strategy designed around your life. The goal is not simply to create a plan, but to help you understand it, feel confident in it, and know how each piece supports the retirement you want.
Why Savvy Wealth Planning?
No two clients enter retirement with the same financial picture, priorities, or concerns. That’s why Savvy Wealth Planning takes a comprehensive approach, looking beyond individual products to understand how all the pieces of your retirement plan work together.
As an independent firm, we are not tied to a single insurance company or product line. That gives us access to a broad range of solutions and the flexibility to evaluate options based on each client’s individual needs.
For clients concerned about creating dependable retirement income, we can also explore strategies designed to provide predictable income throughout retirement. The focus is always the same: thoughtful planning, appropriate solutions, and a strategy built around you.
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About Kyle
Kyle Savner is the Founder and CEO of Savvy Wealth Planning, where he helps retirees, business owners, and families make confident decisions about their financial future.
With more than 13 years of experience in the financial services industry, Kyle focuses on retirement income planning, Social Security optimization, wealth management, tax-efficient planning, and estate planning coordination. He holds his Series 65 registration as well as Life and Health insurance licenses.
Helping others has always been the center of Kyle’s career. Before entering financial services, he served his community as both a firefighter/EMT and an educator. Those experiences shaped the way he approaches financial planning today—with a focus on listening first, understanding what matters most, and helping people work through complex decisions with greater clarity.
“Helping others brings me great joy. Being able to listen, analyze, and solve a problem is extremely rewarding.”
Throughout his financial services career, Kyle has worked alongside financial professionals and their clients to help families navigate retirement and protect what they have worked hard to build. He founded Savvy Wealth Planning to bring that experience directly to individuals and families through a more personal, comprehensive approach to wealth and retirement planning.
For Kyle, financial planning is about more than investments and numbers. It’s about understanding where someone is today, where they want to go, and building a thoughtful plan designed around the life they want to live.
Kyle and his wife, Devan, are proud parents of two daughters, Camryn and Karsyn. They live in Overland Park, Kansas. Outside the office, Kyle enjoys spending time with his family, playing golf, fishing, and cheering on his hometown Kansas City Chiefs.
Let’s Talk
Have a question or want to start a conversation?
Whether you’re approaching retirement, already retired, or simply looking for a second opinion on your current plan, we’d be happy to hear from you.
Savvy Wealth Planning
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