Welcome to Valley Financial Solutions!

Valley Financial Solutions helps clients in the Roanoke, Virginia area realize and reach their financial goals.  We have a knowledgeable, experienced and ever-growing team of financial professionals. Each is licensed and fully trained to understand his or her client's entire financial picture and provide the appropriate solutions to meet their needs.  Our firm strives to assist individuals, families and businesses in the accumulation and protection of their wealth.

At Valley Financial Solutions we measure our success by the success of our clients.  Our reputation is based on the strong relationships we have formed with our clients and our commitment to excellence in all that we do. We build quality and long lasting relationship with our clients by providing financial solutions tailored for each client's individual needs

We welcome the opportunity to meet you, discuss your financial goals and objectives and make available the resources you need to reach them.
Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

More Calculators →

Newsletters

Getting the Right Mix

Asset allocation is the process of dividing investment dollars among asset classes that often behave differently in different market cycles.

HOT TOPIC: Michael Jackson's Eccentricities Did Not Extend to His Estate Plan

Critics are calling Michael Jackson's estate plan a hit. What did the King of Pop do right?

One Final Letter

A letter of instructions can help someone clearly state his or her preferences for many important issues such as organ donation, funeral arrangements, and other details not enumerated in a trust.

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

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