Our Approach

Relationships With Green Valley Financial

Letting someone become involved with your personal and business finances is a matter of real trust. You can be assured that we will strive to work for you in the same manner we would work for ourselves. Every step we take is meant to help you reach your goals. Every recommendation we make will be fully explained and made in the context of your comprehensive financial strategy.

Planning

You'll notice we ask a lot of questions. That's because it is vitally important for us to understand your current financial situation, help you define your future goals, understand your risk tolerance, and truly understand who you are as an individual and business person. It isn't until we have answers to our questions that we can help develop a strategy that takes into consideration your immediate needs, short and mid-term goals, as well as long range objectives. Only then will we make recommendations on how to implement your strategy.

Creative, Open-Minded Thinkers

Each client is unique, with a unique set of circumstances and requirements. You can expect that any plan we develop for you will never be the usual "cookie cutter" formula. We look at your needs and goals and determine a better way to help you achieve them.

A Wealth Of Knowledge And Professional Experience

We bring a wealth of personal and business experience to the planning process. We have also taken the time to become specialists in various areas by continually educating ourselves.

Exceptional Service

Every member of our staff is client centered. Whether it is finding out information you need or simply returning phone calls promptly, we treat you the way we want to be treated, with respect.