In an economy that shifts as rapidly as ours, a sound financial plan is more imperative than ever. High Valley Financial Planning Services helps you identify specific goals that fit your own life circumstances, and then we work with you on developing the plan to achieve and safeguard your goals.


Listen

We listen to your vision, passions, and dreams. We strive to understand your challenges, concerns, and uncertainties. The core of our mission is to become your advocate and help you navigate through your own financial planning journey using informed and rational decision-making practices. Listening is the foundation of our service to you.

Achieve

We aim to align your current resources, needs, wants, and wishes with appropriate tools, investment products, and programs. Because investment markets are prone to volatility, we help you pay close attention to trends, fundamentals, and sentiment and adjust your portfolio to stay firmly on your financial path.

Protect

Unanticipated conditions such as illness, injury, death, or changes in estate and tax law could greatly hinder achievement of your goals. By staying alert to the marketplace and monitoring your individual progress, we strive to identify your unique risk exposure, address its potential impact, and plan for actions to absorb, transfer, or avoid such risks.



Registered Representative, Securities and Investment Advisory Services offered through Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPC to residents of CA and WA. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. High Valley Financial Planning Services and Cambridge Investment Research, Inc. are not affiliated. Check out my background on FINRA's BrokerCheck.