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 23, 2023

Mixed Results Following Weak Economic Data Presented by Happy Valley Financial Services Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season.   The Dow Jones...

January 17, 2023

Weekly Market Insights: Inflation Cools, Stocks Warm Up Presented by Happy Valley Financial Services Stocks rallied last week thanks to fresh confirmation of inflation’s cooling trend and growing optimism that an inflation slowdown may provide the Fed with space to...

January 9, 2023

New Year's Rally In Reply To Positive Economic News Presented by Happy Valley Financial Services A strong Friday rally triggered by fresh signs of moderating inflation pushed stocks into positive territory to begin the new year.  The Dow Jones Industrial Average rose...

January 3, 2023

 Erratic Holiday Trading Leaves Stocks In Doldrums Presented by Happy Valley Financial Services In a holiday-shortened week, erratic trading left stocks marginally down for the week. The Dow Jones Industrial Average lost 0.17%, while the Standard & Poor’s 500...

December 19, 2022

Recession Concerns, Fed Talk Keep Stocks Cold Presented by Happy Valley Financial Services     Hawkish comments by the Fed and weak economic data heightened investors’ recession concerns and sent stocks lower last week. The Dow Jones Industrial Average lost 1.66%,...

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Happy Valley Financial Services