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
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Who Is Your Trusted Contact?
This investment account question is vital and answered as early as possible.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
View all articles 
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
How Can I Save a Million Dollars?
See what it takes in monthly contributions and time to reach a million-dollar savings goal.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
View all calculators
Stay Safe with a Business Owner's Policy
Learn the advantages of Business Owner's Policies with this highly educational and fun animated video.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Behavioral Finance
An amusing and whimsical look at behavioral finance best practices for investors.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.