News from SVA Plumb Financial

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SVA Financial Group’s Parks Presents for PLATO

By SVA Financial Group | 4/19/2019

SVA Financial Group’s Tammy Koester Parks, JD will present an educational seminar for PLATO (a Learning in Retirement group) on April 22, 2019.  This seminar is part of PLATO’s “Managing Your Money” course held at the Madison Senior Center.  Tammy’s presentation is titled ‘Is This Your Life? Worst Case Scenario (Joe is Dead)’.

Tammy is the President of SVA Plumb Trust Company, LLC. She administers trusts and other fiduciary accounts for high net worth clients and their families.  These include trusts and other individually managed accounts as well as trust services without investment management. Tammy works closely with clients to help them with their estate planning concerns and objectives.

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.