This video talks about income taxes and the impact they have on your investments.

Assessing Your Financial Risk Tolerance

Find out your risk tolerance with our risk assessment tool.

Rule of 72

This video illustrates how the industry-standard rule of 72 can help predict how many years it will take for your money to double.


This video illustrates consolidation and what Valley Oak can do to help you consolidate your paperwork.

Risk Assessment

This video illustrates the importance of investing at the risk levels that you are comfortable with and willing to take in order to achieve your financial goals.


This video illustrates how much of an appreciating asset do we capture when it goes up, versus how much do we capture when it goes down.

2019 Annual Forecast Event Stream

Sandwich Generation

An increasing number of Americans between the ages of 45 and 65 find themselves struggling to cope with the conflicting demands of caring for aging parents while helping children pay for college or launch their careers.

This video discusses steps you can take now to feel more in control of your lives and your future.

401K IRA Rollover

This video illustrates the benefits of rolling over a 401(k) or similar employer sponsored retirement savings plan.


How confident are you in your ability to retire when and how you want? This video highlights how working with a financial advisor can help bring the pieces of the retirement puzzle into place.

Retirement Income Planning

This video shows how retirement income planning coupled with a proactive approach to asset management can help you when you are retired and will better preserve and protect the wealth you have built.

Current Investment Environment when Retired

This video is about the current investment environment with a focus on the advantage of getting cash off the sidelines for greater returns.

Health Care in Retirement

Despite the fact that health care will be one of the greatest expenses for Americans in retirement, most people have not adequately planned for this expense. This video highlights steps to take now that can lead to more positive outcomes.

Estate Planning

The lack of estate planning creates complexity, anxiety and potential chaos for those left behind. Estate planning is really about the living – ensuring that the physical, financial and lifestyle needs of loved ones are protected when they’re no longer there to provide for them.

Questions about financial planning? Call now.