Our Services & Values

Investment Services

We are committed to our clients as investment representatives. We are experienced at every level of investment planning. We consider it our privilege to work together with our clients, always keeping their best interests in mind. The following represents a brief listing of our services:

• Mutual Funds
• Pension Rollovers
• IRAs/Roth IRAs
• 529 Education Plans
• Life Insurance

• 401k Plans
• Tax Sheltered Annuities
• Simple IRAs
• Asset Allocation Analysis

Let us help you find appropriate insurance and investment strategies for your situation.
Contact us today!


Our Values

We believe there is only one way to do business – the right way. Because we are dedicated to that idea, we promise to:

• Maintain absolute client confidentiality

• Always put our customer’s best interest before our own

• Be diligent in serving our customers and continually strive to improve our performance

• Represent only those firms who show the same care and concern for the customer as we do

• Continually maintain and improve the professional knowledge, skills and competence of all members of our organization

Securities offered through LPL Financial. LPL Financial is a member of FINRA/SIPC. Valley Insurance is not affiliated with LPL Financial. Investment Advice offered through Charter Advisory Corporation, A Registered Investment Advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Indiana