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Products & Services

Valley Financial Solutions leverages the products and services of a select group of leading financial organizations, we can provide our clients with unparalleled services, the best in products, and comprehensive solutions. While our goal is to create long-term relationships with our clients, we understand the importance of addressing immediate and short-term needs in addition to long-term goals.

We offer products and services for:

Individuals and Families

  • Family Protection
  • Education Funding
  • Retirement Planning
  • Estate Planning Strategies
  • Long-Term Care
  • Investments


  • Employee Benefits
  • Executive Benefits
  • Business Continuation/Succession Planning
  • Wealth Transfer

Our products include:

Life Insurance

  • Term
  • Whole
  • Universal
  • Variable


  • Fixed
  • Variable


Qualified Retirement and Penstioni Plans- 401(k)

Key Person Insurance

Group Medical Insurance

Long Term Care Insurance

Disability Income Insurance