News from SVA Plumb Financial


SVA Financial Group’s Hansen Featured in MKE Lifestyle Magazine

By SVA Financial Group | 9/13/2019

SVA Financial Group professional Maureen Hansen, CLU® is featured in an article in MKE Lifestyle Magazine titled “Philanthropy and Family” which provides insight on how to grow and protect a family’s legacy of giving.

Maureen’s portion of the article discussed the various routes to take for planned giving, which can be dependent upon one’s age.  For example, for someone who is over 70½, they can opt to transfer their required minimum distribution directly to a certified nonprofit. If someone is not yet 70, they can give assets directly from a brokerage account, such as shares of stocks or mutual funds.  Further routes for planned giving are donor-advised funds and donating land or a home.  To read the entire article in the digital edition of the magazine, visit{%22issue_id%22:612023,%22page%22:0}.

Maureen is the President of SVA Wealth Management, LLC, the Registered Investment Advisory affiliate of SVA Financial Group, LLC. With over 30 years of financial experience, Maureen specializes in three primary areas of practice including asset management, divorce consulting and retirement planning.  She provides ongoing, comprehensive wealth management strategies and financial guidance for individuals while delivering personalized service. She develops strategies to plan for retirement, and fund education. She also develops strategies surrounding working with estate planning needs and managing risks.

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.