We know you're here for a reason, select which life event you're experiencing right now.

PROFESSIONALS

Learn more about the SVA Financial Group Professionals

INTERACTIVE ASSET MANAGEMENT

Monitor your portfolio utilizing an easy-to-use interface exclusive to SVA Financial Group clients.

updated daily icon

Updated Daily

Accessible on any Device

upload download icon

Upload/Download Documents

communicate with advisor icon

Communicate with Your Advisor

safe and secure icon

Safe & Secure

easy to use interface icon

Easy-to-use Interface

Already a client? Request a login or login here.

Powered by Modest Spark logo

A WEALTH OF SERVICE.®

ARTICLES

Introduction to Estate Planning
Published on January 16, 2020
What is estate planning? Simply stated, estate planning is a method for determining how to distribute your property during your life and at your death. It is the process of developing and implementing a master plan that facilitates the distribution of your property after your death and according to your goals and objectives.
New Spending Package Includes Sweeping Retirement Plan Changes
Published on January 07, 2020
The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in the spring of 2019, but then subsequently stalled in the Senate. The SECURE Act represents the most sweeping set of changes to retirement legislation in more than a decade.
Why Save for Retirement?
Published on December 18, 2019
When you envision retirement, you probably see yourself living comfortably, doing what makes you happy. Your dreams could be as lofty as traveling the world or as simple as spending more time with your friends and family. Everyone's vision is unique.

EVENTS