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I grew up with a Mom who worked, cooked, cleaned, and raised three children, and now I live with another mom who has the same routine but four kids, well, five if you’re counting me, and she does an unbelievable job (miracle like). I work with a mom who does it all. My business partner’s […]
Women Interviewing Financial Advisors Read More »
Valley Financial Group has been established for over 30 years, and for the last five, we have been on the financial planning side of the industry. When we began our financial planning careers, we thought many things would be challenging, like finding new clients, developing a financial plan in our clients’ best interest, and managing
Murphy’s Law! If anything can go wrong, it will go wrong. Last week our five-year goal of becoming a registered investment advisor was becoming a reality, and over the previous five years, we planned, did hundreds of meetings, battled, vetted companies, researched, and practiced our move. We were ready for one of the most
Thursday, April 14, 2021 6:00 PM 6:30 PM Google Calendar ICS Discussing Valley Financial Group move from HBeck to Fidelity and PKS.
Changes at Valley Financial Group – Thursday, April 14, 2021 Read More »
1. Our Blog “Hanging Up Your Sneaks” is back 2. Valley Financial Group is now a Registered Investment Advisor under Fidelity! 3. We launched a new website! When we started this blog, it focused on retiring from a time in your life and moving on to the next chapter. However, the blog helped us realize
We Have Three Exciting Announcements! Read More »
Thursday, May 20, 2021 6:00 PM 6:30 PM Google Calendar ICS
Income Planning Webinar – Thursday, May 20, 2021 Read More »
Tuesday, May 4, 2021 6:00 PM 6:30 PM Technology Walking through fidelity login and navigating site.
Technology Update Webinar – Tuesday, May 4, 2021 Read More »
Thursday March 18, 2021 6:00pm – 6:30pm Tax planning is the analysis of a financial situation or plan to ensure that all elements work together to allow you to pay the lowest taxes possible. A plan that minimizes how much you pay in taxes is referred to as tax efficient. Tax planning should be an essential part of an individual
Tax Planning Webinar Read More »
Thursday, February 18, 2021 6:00 PM 6:30 PM
Estate Planning Webinar – Thursday, February 18, 2021 Read More »
Thursday, January 21, 2021 6:00 PM 6:30 PM
2021 Financial Planning Outlook Webinar – Thursday, January 21, 2021 Read More »
