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*Not all investments will be suitable or profitable for every client’s investment portfolio.
At Valley Asset Managers, we enjoy teaching people how money works in their lives. Our goal is to help people get from where they are to where they want to be financially. Many times this comes about by capturing money they are transferring away from themselves and growing it in tax-favored accounts for their future.* We believe people can achieve their financial goals without taking unnecessary risk and use our wealth of training and tools to help our clients get on the right track.
As people get closer to retirement they have increasing concerns about their retirement savings. They want to know their funds are safe. More importantly they want to know they will not outlive their money. We have strategies that will help assure our clients that they will thrive through their retirement years and protect their assets for posterity.
President & Owner
Greg entered the insurance and financial services field in 1987. He established Valley Asset Managers to assist people in achieving their financial and retirement goals.
Valley Asset Managers is an Investment Adviser Representative of Royal Fund Management, LLC, a SEC Registered Investment Adviser. The content contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Past performance is not a guarantee of future results and clients should not assume that future performance will be comparable to past performance. For a copy of Royal Fund Management, LLC’s ADV Form 2A firm disclosure for review, please email or call to request a copy. This document contains detailed information about Royal Fund Management, LLC and the services provided.
Full disclosure of advisory services can be found at the following link: www.royalfundmanagement.com/disclosure/
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