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
Helpful Content
Buying a Home
A look at what you need to think about when buying a home.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Your Social Security Roadmap
Help clients navigate their Social Security claiming decisions with our interactive roadmap.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
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How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Lifetime of Earnings
Estimate how much you may earn over your working years based on your current income.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
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Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?