Welcome to Green Valley Financial
"Our belief is that the greatest objectives in life are usually obtained by simple means and the exercise of ordinary qualities. These may for the most part be summed up in these two: common sense and perseverance." - Owen Feltham
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
An increasing number have been developed to help individuals with their personal finances.
Do your insurance needs stay the same when the nest empties?
Read this overview to learn how financial advisors are compensated.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much you have the potential to earn during your working years.
This calculator demonstrates the power of compound interest.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Taking your Social Security benefits at the right time may help maximize your benefit.
Do you have causes that you want to support with donations? Here are three tips.