News from SVA Plumb Financial
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SVA Plumb Financial Professionals Present Health Insurance in Retirement Seminar

By SVA | 11/3/2017

SVA Plumb Financial professionals Jeanne Mraz, CFP® and Tim O’Brien, MBA, CFA present Planning for Health Insurance in Retirement: Can You Retire Early? on November 9, 2017 for Charles Schwab. During this seminar, they will discuss health insurance options, including Medicare, for those nearing retirement and beyond.  

Jeanne is a Wealth Manager for SVA Plumb Wealth Management, LLC. She has over twenty years of 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.

Tim is a Principal and Director of Research for SVA Plumb Wealth Management, LLC. Tim also serves on the firm’s Investment Advisory Committee. He provides clients with ongoing, comprehensive wealth management strategies and financial guidance while delivering personalized service. Tim develops strategies to preserve assets, plan for retirement, and fund education. He also develops strategies to manage risk and coordinate investments with estate planning needs.

About SVA Plumb Financial

At SVA Plumb Financial, 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.