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Downloads

View downloadable guides, information and resources.

Downloadable resources

  • Welcome to Strong Valley

    We’re Glad You’re Here
    Booklet
    2021
    This download introduces our guiding principles designed to give you freedom in your personal life from tomorrow's financial worries and help you focus on what matters most.
    Download

  • Your Financial Journey

    A Foundation for Financial Peace of Mind
    Booklet
    2021
    A Foundation for Financial Peace of Mind. Take the first step in your financial journey from uncertainty to peace of mind.
    Download

  • Retirement Planning

    For Public Employees
    Booklet
    2023
    A valuable resource to help with your questions when it comes to your pension, when to retire, and how to get the most out of your defined benefits plan.
    Download

  • Succession Planning

    For Business Owners
    Booklet
    2023
    A comprehensive guide, designed specifically for individuals like you, to help you navigate the complexities of selling your business.
    Download

Additional Resources

  • Quick Tax Tool

    Contribution Limits and Tax Reference Guide

    February 25, 2021
    Nobody wants to be surprised when tax time rolls around. It’s important to keep in mind your contribution limits and federal tax bracket as you plan out your 2021 financial year. Download this handy reference tool to use which includes a quick summary of: Tax advantaged accounts, Education accounts and, Federal tax brackets.
    Download PDFRead Online
  • The Math Behind Riskalyze

    The Math Behind Riskalyze

    December 22, 2020
    Amounts make all the difference. Humans are not programmed to simply “play the odds.” When offered a 50-50 bet with a $1 million payoff most people would not pay $300,000 to play the game. Yet, change the game’s payoff to $10 for $3 at risk and many would not hesitate to play.
    Download PDFRead Online
  • Age, Markets, and Personality Images

    Age, Markets, and Personality

    December 21, 2020
    Investors come to independent advisors for unbiased and personal financial guidance, and while generalizations can steer conversations in the right direction to begin, relying on stereotypes is never a recipe for providing the best advice.
    Download PDFRead Online

  • Recruiting: Staying One Step Ahead of the Competition

    August 19, 2020
    Whether you run a small, family–owned business or a large company, attracting and retaining key employees is challenging in today's economy. Businesses often compete for skilled and talented employees in the same way they compete for a customer's business. So, how can your business set itself apart with top performers?
    Download PDFRead Online
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