WE PLAN FOR TAX EFFICIENT ASSET ACCUMULATION AND DISTRIBUTION
HELP I NEED A LIFE INSURANCE REVIEW!
HOW DO I
LEAVE A LEGACY FOR MY FAMILY?
SHOULD I EXERCISE MY STOCK OPTIONS?
GREEN VALLEY WEALTH MANAGEMENT
Your Trusted Partner for Tailored Financial Guidance
Effective planning involves creating a budget, tracking expenses, and avoiding unnecessary spending to plan for financial stability and position for long-term financial success.
Diversifying retirement savings through various investment vehicles such as 401(k), IRA, 403(b), and Roth accounts can help ensure savings growth and provide a comfortable retirement income stream.
Planning for retirement involves setting clear financial goals, regularly reviewing and adjusting your savings and investment strategies, and seeking professional guidance to help secure and comfortable retirement.
Cash Flow Planning
Retirement Planning
All Things Retirement
It is important to start saving for college as early as possible to help ensure sufficient funds are available when the time comes for you or your loved ones take on their next adventure.
Creating a comprehensive estate plan that includes provisions for leaving money to your children can provide confidence and a legacy for loved ones after you pass away.
Securing disability insurance is crucial to protect your income and financial well-being in the event of unforeseen circumstances that prevent you from working.
College Savings
Leaving a Legacy
Disability Insurance
MEET JOSH GULLO CFP®
Welcome to Green Valley Wealth Management! I'm Josh Gullo, and I'm proud to call Green Valley my home. Born and raised in Las Vegas, specifically I grew up in the charming town of Boulder City. I've always loved the beauty and vibrant community of Green Valley, where I now reside.
With seasoned experience in the financial industry, parlayed with a BSBA in Economics from the University of Nevada, Las Vegas (UNLV), and the CERTIFIED FINANCIAL PLANNER™ designation, I am deeply passionate about using my skillset to benefit my clients' financial futures.
“Someone’s sitting in the shade today because someone planted a tree a long time ago.”
~ Warren Buffet
DISTANCE IS NO BARRIER
No matter if you're in Southern Nevada or anywhere else across the nation, I'm here to cater to your financial needs. Distance doesn't limit us; through technology, we seamlessly connect to provide personalized guidance. Whether you're in Las Vegas or elsewhere, let's team up to craft a tailored strategy that reflects your unique goals and aspirations.
Distance Is No Barrier
Whether you're in Southern Nevada or anywhere else in the country, I'm here to assist you with your financial needs. Distance is no barrier when it comes to providing personalized financial guidance. With technology at our fingertips, we can connect virtually and work together seamlessly, regardless of your location. So whether you're in Las Vegas or across the nation, let's collaborate to create a customized financial plan that suits your unique goals and aspirations.
At Green Valley Wealth Management, the focus is on meticulous analysis of individuals' investments to help ensure coverage of all areas. We evaluate current strategies for their costs and benefits and make adjustments as needed.
Common areas of focus include retirement planning, where we work to secure your financial future through strategic investment and savings strategies. Asset Location Planning, to help establish a strategy to accumulate tax efficiently so you may then distribute tax efficiently. Additionally, we prioritize risk management to help strategize to be resilient in the face of unexpected events such as market volatility, illness, or loss of a loved one.
We provide extensive post-secondary planning by establishing college funds or designing financial accounts for minors as they come of age.
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Ultimately, our goal is to empower you with a holistic financial strategy that addresses your unique needs and goals, providing clarity and confidence for the journey ahead
Explore our range of services designed to meet your financial needs. From retirement planning to education and estate planning, Visit our services page to learn more and take the first step to develop a plan.