News from SVA Plumb Financial


SVA Professionals Present Webinar for the Medical College of Wisconsin

By SVA Financial Group | 11/3/2020

SVA professionals Nathan Cowen, AAMS® and Matt Vanderloo, CPA will present the tax planning segment of the virtual program Personal Finance 102 for the Medical College of Wisconsin on November 13, 2020.  

The tax planning segment of the program will include topics such as tax bracket implications, proactive tax planning, student loan interest, tax impact of buying a home, Roth vs. traditional IRA plans, tax savings on your paycheck, and asset location tax situations.

Nathan is a Wealth Manager with SVA Wealth Management. With more than 27 years of experience in the financial services industry, he provides comprehensive financial planning and investment management to both individuals and families, which includes educational, retirement, and estate planning. He assists his clients in clearly defining their short and long-term goals and then personalizes a plan of action to help achieve those goals.

Matt is a Principal with SVA Certified Public Accountants, S.C. and a member of SVA’s Healthcare Services group. He assists individual and business clients by providing tax preparation and planning as well as consulting and financial statement preparation services. His areas of expertise include budgeting to control costs, consulting on revenue generation, and calculating the financial impact of business decisions.

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.