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

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.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

Newsletters

Variable Annuities and Your Retirement Strategy

An insurance product may appeal to pre-retirees who want to invest more of their current incomes for retirement and defer taxes on market gains. A variable annuity enables investors to pursue investment gains with the option to purchase guarantees (for an additional cost) to help protect against the downside risks of investing in the markets.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

When Key Players Can't Work

If a company is a two-owner business or its success relies on a few key players, key-person life or disability insurance could possibly offset the risk that the premature disability or death of a major contributor could ruin its future prospects.

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