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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
For many, retirement includes contributing their time and talents to an organization in need.
A look inside the U.S. government's statistics on household net worth.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Purchasing homeowners insurance is critical for protecting your home.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
How do the markets usually react to elections? Was the 2016 election any different?
Are you ready for retirement? Here are five words you should consider.
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Have you found yourself suddenly single? Here are 3 steps to take right now.