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
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
This early financial decision could prove helpful over time.
Understanding the economy's cycles can help put current business conditions in better perspective.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Five overlooked tax deductions to help manage your tax bill.
Retirees traveling abroad need to know that their health insurance travels with them.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Preparing for the unexpected can make all the difference if your family relies on your income.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Learn about what risk tolerance really means in this helpful and insightful video.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Estate conservation is too important to put off. Do you have a smart exit strategy?