Blog

The death of a loved one is a painful, life altering experience. Financial planning includes considering life insurance to ensure the surviving spouse is provided for in the future.

Losing your job can be devastating. A financial advisor can help you look at expenses today, what they could be in the future, and help you determine the best path for you to ride through the storm.

Financial Advisor John Clawson, a Certified Financial Planner™, and Advisor Associate Amy Flores Velasquez, have completed additional training for employees of the Federal Employee Retirement System (FERS) financial planning and investment.

July is approaching, and with that brings the celebration of Independence Day! The 4th of July is a good reminder that independence is a goal worth struggling for, and that it is a good time to contemplate the state of your financial...

As the economy starts to re-open as restrictions are starting to be lifted around the country, we think now is the time to evaluate your portfolio. Does your account need a second opinion? Maybe it needs a new approach, or a different...

WealthLink, Finances and COVID-19

John Clawson, CFP®

Wednesday, April 8, 2020

There have been a lot of financial insecurity and concerns during COVID-19. At Shenandoah Valley Financial Services we provide financial planning strategies to manage loss of income.

Don’t let fear or anxiety during the coronavirus crisis rule your thoughts or actions. Stick to your investment plan and stay the course. If you are concerned, contact us and let's discuss it first before you take any action.

It’s the new year and you are still enjoying the glow from the holiday season, when mid-January you start receiving 2019’s tax forms. Don’t stress, just a little preparation starting now can go a long way in saving...

It’s that time of year… peace on earth, goodwill towards your fellow man, and random acts of kindness are encouraged everywhere. It is a time of year where those less fortunate are seeking physical and financial help, and...

In this day and age saving money can seem overwhelming, especially when it comes to investing your hard-earned dollars! It is financially lucrative to start saving and investing as early as possible. However, starting late in the game...

We all see these amazing vacation pictures, weekend getaways with friends and family, or great home and entertainment upgrades. Sometimes you may wonder how you can live that way, but the words “money management” or...

Whether you are just starting your business or operating a well-established one, you already know it can be both a challenging and rewarding experience. Hopefully, you are fortunate enough to be experiencing steadily increasing...