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
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Helpful Retirement Strategies for Women
Learn how to address the challenges that women face when planning for retirement.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
What kind of auto insurance should you have? Do you know?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
When you retire, how will you treat your next chapter?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
For women, retirement strategy is a long race. It’s helpful to know the route.
Explaining the SECURE Act and how the changes affect your retirement strategy.