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

July 17, 2023

Weekly Market Insights: Bad News For Bears; Good News Buoys Markets Presented by Happy Valley Financial Services   Better-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lower bond...

July 10, 2023

Weekly Market Insights: Stocks Stumble With CPI On Deck Presented by Happy Valley Financial Services Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading. The Dow Jones Industrial Average lost 1.96%, while the Standard...

July 3, 2023

Weekly Market Insights: Economy Continues Upward Trend Presented by Happy Valley Financial Services Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual...

June 26, 2023

Weekly Market Insights: Stocks Take Summer Break, Month Remains Strong Presented by Happy Valley Financial Services Stocks took a breather last week as investors digested the previous week’s surge and the month-to-date solid gains. The Dow Jones Industrial Average...

June 19, 2023

Weekly Market Insights: Stocks Climb After Fed Pause Presented by Happy Valley Financial Services Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued...

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Happy Valley Financial Services