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Resources for Financial Services

Presentations

  • Maximize Your Retirement: Tax and Financial Planning

    A downloadable .pdf file of SVA's Maximize your Retirement: Tax and Financial Planning, presentation by Thomas Milliken and Debbie Oswald.
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  • Preparing for Retirement

    Objective tax and planning advice to create a secure retirement and estate plan.
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  • Your Life Profile from The New Retirementality with Mitch Anthony

    Presentation handout of "Your Life Profile" from "The New Retirementality" with Mitch Anthony - presented by SVA Plumb Financial.
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Documents

  • Dividends: A Cornerstone of Your Investment Plan

    A downloadable .pdf file of SVA Plumb Financial's Dividends: a Cornerstone of your Investment Plan presentation by Tim O'Brien, Ken Cavalluzzo and Brian Reamer.
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  • Financial Checklist

    How well are you positioned to be in control of your financial future and meet your fiscal goals? Work through this comprehensive checklist to ensure key areas of your financial situation are in order.
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  • Physicians Financial Checklist

    Download our Physician's Financial Checklist as a starting point for identifying areas we help to address and monitor on your behalf including: Investment Strategy, Cash Flow and Tax Efficiency, Retirement, Risk Management and Estate Planning.
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