News from SVA Plumb Financial


SVA Financial Group’s Mraz and Thomas Present Getting Your Affairs in Order

By SVA Financial Group | 2/1/2019

SVA Financial Group’s Jeanne Mraz, CFP®, CEPS and Christopher Thomas will present an educational seminar on February 4, 2019 for the Attic Angel Association’s Continuing Education Program For Seniors series. The presentation, titled Getting Your Affairs in Order, will discuss the basics of estate planning, wills and trusts, and the steps individuals should complete as they age to reach their retirement and financial goals.

Jeanne is a Wealth Manager with over twenty years experience in the financial services industry. With a background in investments, asset management, and financial planning, Jeanne helps her clients by developing and implementing investment strategies for their retirement and other financial goals.

Chris is a Principal with SVA Wealth Management, LLC. He works with families and businesses to assist in all aspects of their financial life. He provides a wide range of financial planning, asset management, charitable giving and complex estate planning. Chris also provides education meetings for participants in qualified retirement plans, assisting them with their long-term goals.

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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.