Client Resources

Resources

Tax Summary 2026

Are you curious about life insurance? Click here to be covered in minutes with out talking to a pesky life insurance agent or without taking those pesky paramed exams.

Are you new to comprehensive financial planning? Here: What we do is a guide to how we interact with our clients.

Are you looking for financial advice but aren’t sure you have enough money saved to start investing? Check out our monthly subscription models.

Are you looking for an outline of things to bring along to our first meeting? Check out our financial review checklist.

Banking and Lending services offered through Timberland Federal Credit Union.

Are you new to financial planning? Check out our  Financial  Planning 101 Guide. 

Are you or a loved one worried about what will happen when you are gone? Our Survivor’s Guide will help you put all of your important information in one place.

Are you curious as to what we can help you with? Check out our one page guide  on what we can help you with.

Helpful Videos

Weekly Economic Updates

April 8, 2024

Weekly Market Insights: Fed Comments Stir The Pot For Stocks Presented by Happy Valley Financial Services Stocks dropped last week as investors focused on “what's next” for interest rates after mixed comments from multiple Fed officials. Fed Officials Weigh In Stocks...

April 1, 2024

Weekly Market Insights: Stocks Narrowly Higher Presented by Happy Valley Financial Services   Stocks were narrowly higher for the week as investors digested mixed economic news about consumer confidence. All three of the major averages posted gains for Q1 2024....

March 25, 2024

Weekly Market Insights: Fed Talk Boosts Stocks Presented by Happy Valley Financial Services   Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year....

March 18, 2024

Weekly Market Insights: Second Week Of Stock Retreat Presented by Happy Valley Financial Services   Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. Stocks Slide...

March 11, 2024

Weekly Market Insights: Markets Take A Breather After Mixed Week Presented by Happy Valley Financial Services   Stocks were down for the week as investors appeared to take some profits and traders parsed Fed Chair Jerome Powell’s Congressional testimony. Markets...

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Happy Valley Financial Services