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

January 29, 2024

​Weekly Market Insights: Excitement Around Big Tech Continues Presented by Happy Valley Financial Services   Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal...

January 22, 2024

Weekly Market Insights: Big Win For Big Tech Presented by Happy Valley Financial Services   Stocks finished higher last week, with big tech again leading amid lingering uncertainty over how continued economic strength would influence the Fed’s rate decision....

January 15, 2024

Weekly Market Insights: Investors Begin To See The Light In Upbeat Week. Presented by Happy Valley Financial Services   Stocks pushed higher last week, led by big tech names and boosted by December inflation reports that were mixed but positive enough to shore up...

January 8, 2024

  Weekly Market Insights : New Years Blues Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. New Year Blues Stocks got...

January 1, 2024

Weekly Market Insights: S&P Ends 2023 Up 24% Stocks posted a slight gain last week amid a shortage of news and light holiday trading. The Dow Jones Industrial Average gained 0.76%, while the Standard & Poor’s 500 added 0.49%. The Nasdaq Composite index...

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Happy Valley Financial Services