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.
How Often Should You Update Your Estate Strategy?
Review your legacy approach regularly, particularly following significant life events or legislative updates.
Are You Ready for Your Portfolio to Make a Difference?
Learn about the rise of Impact Investing and how it may benefit you.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Personal Finance Calendar
Use this handy calendar to remember the year’s most important financial dates.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
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Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
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Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.