News from SVA Plumb Financial

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SVA Plumb Financial’s Hansen and Kuzera Present Retirement Planning Seminar

By SVA | 2/28/2019

SVA Plumb Financial’s Maureen Hansen, CLU® and Keith Kuzera, AIF® will present an educational seminar designed specifically for ANEX physicians on March 6, 2019.

The presentation will discuss the seven principles for a successful retirement.  These principles are Creating Your Plan, Plan for a Long Life, Make an Informed Decision About Social Security, Know What to Expect with Healthcare Costs, Use Time to Your Advantage, Minimize Taxes to Maximize Your Retirement, and Don’t Spend Too Much or Invest Too Conservatively.   

Maureen is the President of SVA Plumb Wealth Management, LLC, the Registered Investment Advisory affiliate of SVA Plumb Financial, LLC. With over 30 years of experience, she provides ongoing, comprehensive wealth management strategies and financial guidance for individuals. She develops strategies to preserve assets, plan for retirement, and fund education. She also develops strategies surrounding working with estate planning needs and managing risks.

Keith is a Wealth Manager with SVA Plumb Wealth Management, LLC. With more than 12 years in the financial industry, Keith focuses on providing fiduciary advisory services to qualified retirement plans.  He strives to ensure plan participants are retirement ready and plan sponsors are audit ready.  Keith also provides comprehensive financial planning to his clients as well as asset management, investment analysis, education planning and social security planning.

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.