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
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
9 Facts About Social Security
There are things about Social Security that might surprise you.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Surprises
Making the most of surprises is a great reason to work with us.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?