Welcome to Green Valley Wealth Management
What is the best way to manage your assets and achieve your financial goals? At Green Valley Wealth Management, we know there is no meaningful answer to that question without answers to others.
The background and dreams you bring to us—the past that got you here and the future you hope for—are crucial ingredients of the guidance we provide.
As CERTIFIED FINANCIAL PLANNER™ professionals, we are deeply knowledgeable about investment opportunities, but the most fruitful method of matching a favorable opportunity to your unique set of goals and circumstances is to get to know you first.
Your life is a story—one that is utterly unique. Your financial well-being is only one part of the story, but a part that is fundamental to how it unfolds. And that’s where we can help.
Tell us your story. And let us help you write the next chapters.
Susan Rizzi, CFP®, Owner of Green Valley Wealth Management, Inc, to Co-host The Financial Planning Association’s® (FPA®) Business Success Knowledge Circle
Susan Rizzi, CFP® professional and co-founder of Green Valley Wealth Management, Inc. has been invited by The Financial Planning Association® (FPA®) to co-host their Business Success Knowledge Circle where she will facilitate discussion and idea sharing among CFP® professionals world-wide. FPA Knowledge Circles consist of online forums, webinars and in person meetings for the financial planning community to connect on industry best practices for business success. Knowledge Circle co-hosts are volunteers who serve terms of up to three years.
Susan has been a member of The Financial Planning Association for more than ten years. The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession. FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients.
“We always want to be innovators in our industry,” says Susan, “and the Financial Planning Association’s Knowledge Circles are great forums to share ideas with experienced, like-minded colleagues.” After working as CFP professionals for large firms, Susan and Phyllis Lancaster founded Green Valley Wealth Management, Inc. in December 2011 in order to utilize new ideas and technologies for their clients.
Investment advisory services and securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Green Valley Wealth Management is not affiliated with Cetera Advisor Networks LLC. To learn more about how Susan and Green Valley Wealth Management can help you, please contact her at 336.676.6900 or email@example.com.
The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals, educators, financial services professionals and students who seek advancement in a growing, dynamic profession. Learn more about FPA at OneFPA.org.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
How Income Taxes Work
A quick look at how federal income taxes work.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Don't let procrastination keep you from pursuing your financial dreams and goals.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Simple steps may help you foil hackers and protect your privacy.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
How do the markets usually react to elections? Was the 2016 election any different?
How will you weather the ups and downs of the business cycle?
With alternative investments, it’s critical to sort through the complexity.
In life it often happens that the answers to our most pressing questions are right in our own backyards.