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Welcome to SVLD!

Financial Planning Services

Helping you Plan for the Future...

Who better knows and understands your overall financial situation than your accountant. We can help you implement sound investment strategies that compliment your investment goals with your tax management goals.

We offer the following financial planning services:

  • College Planning
  • Retirement Planning
  • Savings Plans
  • Insurance
    • Long-term care
    • Life
    • Medical
  • Lump Sum Distributions
  • IRA Planning
  • Estate Planning
  • Asset Management