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

June 12, 2023

Markets March Into Positive Territory Continues. Presented by Happy Valley Financial Services A late-week rally sent stocks into positive territory, with the S&P 500 index closing just shy of the 4,300 mark. The Dow Jones Industrial Average gained 0.34%, while the...

June 5, 2023

Weekly Market Insights: Debt Deal Relieves Market WorriesPresented by Happy Valley Financial Services Stocks surged higher in the closing days of a holiday-shortened trading week, ignited by a political resolution on raising the debt ceiling and a strong employment...

May 29, 2023

Weekly Market Insights: Debt Talks Optimism Keeps Eyes On D.C. Presented by Happy Valley Financial Services Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. A solid...

May 22, 2023

Despite Stall, Debt Deal Optimism Cheers Markets Presented by Happy Valley Financial Services Stocks rallied last week, propelled by growing optimism over reaching a deal on raising the debt ceiling and avoiding a technical debt default by the U.S. The Dow Jones...

May 15, 2023

 Attention Turns To The Debt Ceiling Presented by Happy Valley Financial Services Stocks were mixed last week as good inflation news was offset by mounting debt ceiling concerns and rekindled regional banking fears. The Dow Jones Industrial Average lost 1.11%, while...

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Happy Valley Financial Services