News from SVA Plumb Financial


SVA Plumb Financial’s Cote and Benash Featured in In Business Magazine

By SVA Financial Group | 9/6/2018

SVA Plumb Financial professionals Sean Cote, AIF® and Heather Benash are featured in the September issue of In Business Magazine with their article titled “The Retention Advantages of Retirement Planning for Employees”.

Business owners should give considerable thought to the kind of retirement plan design their company provides. Each business is unique and plans should be designed to fit the needs of the employees and management. Common business retirement plan types include 401(k), profit sharing, and defined benefit/cash balance plans. But not every plan and employer contribution formula fit every company. Business owners should regularly review their company’s retirement plans and make sure they’re providing the best options for both employees and themselves.

Sean is a Senior Wealth Manager and Director of Retirement Plans at SVA Plumb Financial. With more than fifteen years of experience in retirement planning, investment consulting and futures trading, he specializes in helping businesses understand how qualified retirement plans work and what options will best meet their specific needs.

Heather is a Retirement Plan Consultant at SVA Plumb Financial. Her main functions include assisting consultants with new business and acting as the liaison between the client and the third-party administrator (“TPA”). Heather’s specialty is plan design, specifically cross-tested plans, which can maximize owner profit sharing contributions in the retirement plan.

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About SVA Financial Group

At SVA Financial Group, we believe quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning.

We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations.