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
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Making Sense of HSAs and FSAs
How HSAs and FSAs might help your household.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
View all articles 
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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 Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
View all calculators
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
Preparation is the Key to Retirement
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.