News from SVA Plumb Financial


SVA Financial Group’s Ponteri is Guest Columnist for the Rockford Chamber

By SVA Financial Group | 3/25/2020

SVA Financial Group’s Chris Ponteri is featured in the Rockford Chamber of Commerce’s newspaper The Voice with his article titled “The SECURE Act is here! Now what?”

The Setting Every Community Up for Retirement Enhancement (SECURE) Act could have a substantial impact on retirement and estate planning. Five things individuals can do now to ensure they are taking full advantage of these new rules include continuing to contribute to an IRA, reviewing beneficiaries, converting a traditional IRA to a Roth IRA, creating an irrevocable trust and naming it the beneficiary of an IRA, and donating to a charity through an IRA.

Chris is a Wealth Manager with SVA Wealth Management and a Trust Officer with SVA Trust Company, LLC. He has over 18 years of experience in the trust industry and he specializes in post-death administration of estates and trusts. Chris administers trusts and other fiduciary accounts for high net worth clients and their families. This includes trusts and other individually managed accounts as well as trust services without investment management.

Click here to read the entire article.

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.