News from SVA Plumb Financial

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SVA Plumb Financial’s Cowen Presents Seminar to Marquette University School of Dentistry

By SVA | 2/1/2019

SVA Plumb Financial’s Nathan Cowen, AAMS® will present an educational seminar to the Marquette University School of Dentistry on February 7, 2019.

The presentation will discuss how to create a financial foundation. More specifically, the topics that will be covered include establishing a financial plan, balancing debt and savings, creating an investment plan, creating a risk management plan, and estate planning basics.  

Nathan is a Wealth Manager with more than 24 years of experience in the financial services industry. He provides comprehensive financial planning and investment management to both individuals and businesses. In his role as a wealth manager, Nathan assists his clients in clearly defining their short and long-term goals and then personalizes a plan of action to achieve those goals.

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.