Philosophy
SVA Wealth Management, Inc. is a financial planning, investment consulting and asset
management firm. We develop trust-based relationships with the common goal of helping
you achieve financial success. As financial planners, we are able to make objective,
unbiased recommendations on your behalf. We can evaluate an unlimited array of financial
alternatives and recommend those services that best meet your financial goals and
objectives.
We develop specific and comprehensive strategic financial plans covering one or
more of the following areas:
- Retirement Planning
- Education Funding
- Asset Accumulation
- Risk Management
- Tax Analysis
- Estate Planning
Designing Your Plan
Determining your goals and objectives is the first step in designing your financial
plan. Our service includes identifying and prioritizing your financial goals and
objectives, reviewing your financial statements, and providing written recommendations
and alternatives to consider.
We can help you:
- Identify goals and objectives
- Organize your finances
- Analyze your current financial situation
- Make recommendations to help you achieve your goals
- Implement recommendations
- Review your financial progress
Financial Planning is a Process
The financial planning process consists of six logical, identifiable steps.
Achieving financial success is an ongoing process. As lifestyle changes occur, adjustments
should be made to your financial plan. We will work with you to ensure that the
strategies in place continue to be appropriate in meeting your goals.