Financial Planning and Insurance Services

Exciting news!!!

 In August of 2008, Garrett moved his office to downtown Exeter, the city in which he and his family live.  Exeter is known for being extremely quaint and one of the nations best "painted towns".  If you have not been Exeter in a while, make it a point to visit us and experience the nostalgia of small town America at its best.  The new building is located on the corner of E and Maple Streets. Garrett has put a lot of time and effort into renovating the building and is highly pleased with the outcome.

This October, we welcome our new health insurance representative, Michael Young. He focuses in both individual and group health insurance. We are excited that he is joining our team and we believe he will be a tremendous asset to our clients. Find out more...

 Serving Your Financial Needs

   

Today's investment climate offers unprecedented opportunities.  At Valley Financial Group, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

          1.  A clear understanding of their financial goals

 

          2.  A well-defined roadmap for achieving those goals

 

          3.  Ongoing advice to help adjust their roadmap as needs change
 

 

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation.  We focus on helping our clients develop a comprehensive, cohesive financial plan that fits their unique needs and helps enable them to meet both short- and long-term objectives.

 

On our Web site, you will find valuable information for evaluating your current position and progress toward financial goals.  We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial plan.  You will also find calculators that will help you assess your current and future needs.  Please remember to visit our site often, as our content is constantly changing.

 

For help with your financial management, or for more information on Valley Financial Group, please contact us today
Calculators

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Newsletters

Get to Know Your Beneficiaries

It's a good idea to review your beneficiary designations on a regular basis to help ensure there is no debate over who will inherit your retirement assets and receive your life insurance benefits.

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

How Health-Care Expenses Could Affect Your Retirement Lifestyle

Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?

HOT TOPIC: New Rules Likely Making Credit Cards More Expensive

New rules designed to limit credit-card issuers from quietly raising interest rates and fees will undoubtedly help consumers become more aware of the terms and conditions on their credit cards. But the real news is that the Credit Card Accountability, Responsibility and Disclosure Act of 2009 (CARD) may actually be making credit cards more expensive to use.

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