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
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
A four-step framework for building a personal legacy.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here are five facts about Social Security that might surprise you.
Smart investors take the time to separate emotion from fact.
What if instead of buying that vacation home, you invested the money?
How do the markets usually react to elections? Was the 2016 election any different?