For clients of Erick Conway, please CLICK HERE to see important details related to the Strong Valley transition.
Call Our Office
(559) 384-2900 | Fresno
(619) 480-1413 | San Diego
Your Money
Your Life
Your Way
Important Note

You are now leaving the Strong Valley Wealth & Pension, LLC ("Strong Valley") website. By clicking on the "Schwab Alliance Access" link below you will be entering the Charles Schwab & Co., Inc. (“Schwab”) Website. Schwab is a registered broker-dealer, and is not affiliated with Strong Valley or any advisor(s) whose name(s) appears on this Website. Strong Valley is/are independently owned and operated. Schwab neither endorses nor recommends Strong Valley. Regardless of any referral or recommendation, Schwab does not endorse or recommend the investment strategy of any advisor. Schwab has agreements with Strong Valley under which Schwab provides Strong Valley with services related to your account. Schwab does not review the Strong Valley website(s), and makes no representation regarding the content of the Website(s). The information contained in the Strong Valley website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

Newsletter

January 2020

The year 2020 with festive background
  • The Secure Act affects just about everyone with a 401(k) - whether you are an employee with a 401(k) or a business owner you should understand how the new law impacts retirement and estate planning strategies.
  • We love client feedback, and based on recent conversations we have put together a quick two-minute survey - Thank You for helping us grow!
  • We are planning an optional second newsletter geared specifically to business owners.
  • Diversification and models matter, we have linked to a short video that provides some additional financial insight.
March 23, 2020
The year 2020 with festive background
Important Disclosure: Content on our website and in our newsletters is for informational purposes only. The information provided may (or may not) directly apply to your situation. We recommend that readers work directly with a professional advisor when making decisions in the context of their specific situation.

It’s a new year, and a new decade! Part of the Strong Valley brand and culture is our commitment to continually innovating personal and business wealth management – and part of that effort comes from active client feedback and engagement.  Our hope is that you view every communication we send out as an opportunity for interactive dialogue, not just a one-way broadcast of information.  So, whether it is our regular newsletter or even a regular account statement, we’d love to hear how we can best be of help. With that in mind, here is what is on tap for Strong Valley clients this first month of the new year:

Quick-and-Easy Feedback: Two-Minute / Two-Question Survey

Personal one-on-one interactions are the most valuable way we get client feedback, but sometimes the most efficient for both our clients and for Strong Valley is through a quick short survey. This survey addresses two very simple checkbox/multiple-choice questions.  The first question is just a quick indicator of how Strong Valley is doing in general.  The second question has to do with some planned changes to our newsletter content.

Based on initial feedback to date, we are considering offering two different newsletters moving forward, with the second newsletter being geared more for business owners.  Both newsletters will contain general financial and market commentary, but the second will focus more on business ownership and related financial topics.  Everyone will get the information (our current newsletter) for private investments, and but now there is an option for even more content targeting business issues.

Optional Questions

After the two main questions, for those willing to spend another couple of minutes, you will have the opportunity to provide even more feedback that will help us prioritize our content and shape the type of information we communicate.  Most of the questions are simple multiple choice / multiple selection, but there are a couple of places for you to provide direct feedback and information.  Of course, beyond the survey, we hope that you’ll always feel free to reach out and add your voice to shaping the Strong Valley community and experience.

Your feedback is greatly appreciated and helpful in shaping the Strong Valley community and experience. You can take this short survey here

Help Shape Strong Valley: Short Survey

Recommended Featured Articles

  • IMPACT: The SECURE Act

    The Secure Act impacts just about anyone with an IRA account and comes with some significant changes that may impact your retirement and estate planning strategies. If you are a business owner there are also some important changes to understand that may create more benefits for you and your employees. This article covers some of the key changes, and we recommend clients reach out with additional questions and to review any potential impact.
    Read More

  • We Love Your Feedback!

    One of the reasons we launched Strong Valley was to provide more value for our clients by having the freedom and flexibility to respond more directly to client needs and feedback. Based on recent conversations we have put together a short two-minute/two-question survey that will helps Strong Valley continue to provide you with service that is shaped by your goals and needs. We love and appreciate all our clients, and a special thank-you to those who take the time to help us improve.
    Your Voice Matters: Short Survey
    • The link you have selected is located on another server. The linked site contains information that has been created, published, maintained, or otherwise posted by institutions or organizations independent of this organization. We do not endorse, approve, certify, or control any linked websites, their sponsors, or any of their policies, activities, products, or services. We do not assume responsibility for the accuracy, completeness, or timeliness of the information contained therein. Visitors to any linked websites should not use or rely on the information contained therein until they have consulted with an independent financial professional. Please click “Continue to Link” to leave this website and proceed to the selected site.
    No, stay on StrongValley.comContinue to link
    phone-handset