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COACHES

Coaches have helped you your whole life, in ways big and small. We'd like to be
one of them.

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WHEN SPECIAL CARE IS NEEDED: THE SPECIAL NEEDS TRUST

A special needs trust helps care for a special needs child when you’re gone.

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EXTENDED CARE: A PATCHWORK OF POSSIBILITIES

What is your plan for health care during retirement?

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SURPRISES

Making the most of surprises is a great reason to work with us.

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WELCOME TO GREEN VALLEY FINANCIAL

"Our belief is that the greatest objectives in life are usually obtained by
simple means and the exercise of ordinary qualities. These may for the most part
be summed up in these two: common sense and perseverance." - Owen Feltham 




HELPFUL CONTENT


SUCCEEDING AT BUSINESS SUCCESSION

There are a number of reasons for business owners to consider a business
succession plan sooner rather than later.


LONG-TERM-CARE NEEDS

Determine your potential long-term care needs and how long your current assets
might last.


DECIDING WHEN TO TAKE SOCIAL SECURITY

One of the most common questions people ask about Social Security is when they
should start taking benefits.

 
 * Articles
 * Calculators
 * Videos

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.

PAY YOURSELF FIRST

It sounds simple, but paying yourself first can really pay off.

PERSONAL FINANCE CALENDAR

Use this handy calendar to remember the year’s most important financial dates.

DOG BITES NEIGHBOR. NOW WHAT?

Even dogs have bad days. So, what happens when your dog bites a neighbor or
passing pedestrian?

YOUR CHANGING DEFINITION OF RISK IN RETIREMENT

A change in your mindset during retirement may drive changes to your portfolio.

ALL MUNI BONDS ARE NOT CREATED EQUAL

Gaining a better understanding of municipal bonds makes more sense than ever.

VIEW ALL ARTICLES

A LOOK AT SYSTEMATIC WITHDRAWALS

This calculator may help you estimate how long funds may last given regular
withdrawals.

COMPARING MORTGAGE TERMS

Estimate the total cost in today's dollars of various mortgage alternatives.

SAVING FOR COLLEGE

This calculator can help you estimate how much you should be saving for college.

ANNUITY COMPARISON

This calculator compares a hypothetical fixed annuity with an account where the
interest is taxed each year.

WHAT IS MY CURRENT CASH FLOW?

Assess whether you are running “in the black” or “in the red” each month.

SHOULD I BUY OR LEASE AN AUTO?

This calculator compares the financial impact of leasing versus buying an
automobile.

VIEW ALL CALCULATORS

ENCORE CAREERS: PUSH YOUR BOUNDARIES

Ready for retirement? Find out why many are considering encore careers and push
your boundaries into something more, here.

RETIREMENT AND QUALITY OF LIFE

Asking the right questions about how you can save money for retirement without
sacrificing your quality of life.

WHEN SPECIAL CARE IS NEEDED: THE SPECIAL NEEDS TRUST

A special needs trust helps care for a special needs child when you’re gone.

INFLATION AND YOUR PORTFOLIO

Even low inflation rates can pose a threat to investment returns.

EXIT STRATEGIES OF THE RICH AND FAMOUS

Estate conservation is too important to put off. Do you have a smart exit
strategy?

YOUR DNA TEST

Preparing for the unexpected can make all the difference if your family relies
on your income.

VIEW ALL VIDEOS

 

TIMOTHY MELLON

tmellon@gvfinancial.biz


BRENT ELLIOTT

belliott@gvfinancial.biz




Triad Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. Please consult legal or tax professionals for specific information
regarding your individual situation. Some of this material was developed and
produced by FMG Suite to provide information on a topic that may be of interest.
FMG Suite is not affiliated with the named representative, broker - dealer,
state - or SEC - registered investment advisory firm. The opinions expressed and
material provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020
the California Consumer Privacy Act (CCPA) suggests the following link as an
extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.



Securities offered through Triad Advisors, LLC., Member FINRA/SIPC. Advisory
services offered through Triad Hybrid Solutions, a registered investment
advisor. Green Valley Financial and Triad Advisors are not affiliated.



CONTACT

Green Valley Financial

Office: 336-398-1000 Fax: 336-398-1008

701 Green Valley Road
Suite 212
Greensboro, NC 27408

tmellon@gvfinancial.biz



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