FAQ

How can I view my account online?

Springs Valley Financial Advisory Group offers free online account access to all clients. If you have not yet signed up for online access, please use our secure Contact Us form or call 812.634.4844 to sign up today!

Access Your Account

What makes Springs Valley Financial Advisory Group different?

At Springs Valley Financial Advisory Group, we want to partner with you through all stages of your financial life. We will walk with you during wealth accumulation, retirement and help you plan your legacy. We want to engage in a personal and honest relationship with all of our clients. We do not want to take a one size fits all approach. We meet with you to get to know you and your goals. We will treat you like the individual that you are.

Springs Valley Financial Advisory Group features a team of five advisors with over 100 years of financial expertise. Our process is done 100% in-house, allowing for local, real-time decisions. We are committed to giving all of our clients the highest level of service.

What types of investments does Springs Valley Financial Advisory Group offer?

We offer multiple products to fit the needs of our clients.
Investment	What it is	Benefits
Mutual Funds	A mutual fund is pool of money from multiple collectors that seek a common goal. Mutual funds can be made of stocks, bonds or other securities.	Mutual funds are the simplest way to achieve diversification. Little amounts of money can access professional money management.
Stocks	A stock signifies ownership in a corporation. Stockholders are entitled to the issuing company’s assets and earnings.	Stocks historically have outperformed most other asset classes in the long run.
ETFs	An ETF is an exchange traded fund. Much like a mutual fund, an ETF is a large pool of investments divided into one share.	Trades throughout the day as opposed to end of day settlement. ETFs are an easy way to achieve diversification.
CDs	A fixed savings account with a predetermined maturity date and interest rate.	Gives investors a stable income stream without having to worry about price fluctuation.
Annuity	Investment product that offers fixed payments to investors.	Can offer some protection from market volatility while providing income.
Life Insurance	Guarantees a predetermined payment at a death.	Can provide for and protect a beneficiary after the loss of the insured.

How can I see the performance return on my account?

Springs Valley Financial Advisory Group offers online account access where clients can view their returns. We are also happy to print a hard copy upon request.

How much money do I need to open an account?

Springs Valley Advisory Group works with clients that have a wide range of assets. We find the solution that best fits our clients. We are happy to partner with individuals working to accumulate wealth and retirees trying to make their wealth last.

Springs Valley Financial Advisory Group prides itself on offering services to people in all walks of life, from white collar to blue collar. We are committed to giving the highest level of service to all our clients regardless of asset size.

How do I open an account with Springs Valley Financial Advisory Group?

At Springs Valley Financial Advisory Group, we want to get to know each of our client’s unique financial situation so that we can best partner with them to help achieve their financial goals. Contact one of our Financial Advisors today to schedule an appointment. Our professionals will ask that you bring your photo ID and any applicable financial statements to your appointment.

Professionals

Services

Insights

Discover Who We Are

Tools

Get In Touch