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

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Cost of Retirement

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

Lease Interest

What's the interest rate on the lease you're considering?

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Newsletters

HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?

Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.

Exchange-Traded Funds Can Be for Conservative Portfolios, Too

If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

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