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 firstname.lastname@example.org.
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.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
There are things about Social Security that might surprise you.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Five strategies for managing your student debt.
Technology tips to make your next trip even better.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Do you know these three personal finance sayings?
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, cracking the code on bonds.
What are your options for investing in emerging markets?
What is your plan for health care during retirement?