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

October 30, 2023

Weekly Market Insights: Stocks Retreat On Cautious Earnings Reports Presented by Happy Valley Financial Services Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the...

October 23, 2023

Weekly Market Insights: Stocks Retreat Despite Solid Earnings Presented By Happy Valley Financial Services Rising bond yields and uncertainty over whether this was the close of the Fed’s rate-hike cycle dragged markets lower last week despite solid corporate earnings...

October 16, 2023

Weekly Market Insights: Markets React To Turmoil In Middle East, Inflation Concerns. Presented by Happy Valley Financial Services Stocks ended mixed last week amid the outbreak of hostilities in the Middle East and higher-than-expected inflation data. The Dow Jones...

October 9, 2023

Weekly Market Insights: Stocks Rally After Strong Jobs Report Presented by Happy Valley Financial Services   A Friday rally overcame a shaky week, sending stocks mostly higher. The Dow Jones Industrial Average slipped 0.30% for the week. Meanwhile, the Standard...

October 2, 2023

Weekly Market Insights: Bond Yields Rise; Government Shutdown Looms Presented by Happy Valley Financial Services Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. The Dow Jones Industrial Average lost 1.34%, while...

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Happy Valley Financial Services