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.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
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Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
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Assess how many days you'll work to pay your federal tax liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
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When do you need a will? The answer is easy: Right Now.
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