PLANNING
WITH A
PURPOSE

WE HELP YOU CREATE THE FINANCES YOU NEED FOR EACH STAGE OF YOUR LIFE JOURNEY

BUILDING WEALTH

RAISING YOUR FAMILY

ENJOYING RETIREMENT

PASSING DOWN YOUR LEGACY

It’s never too early to start saving and planning for your future. We’ll work with you to build a customized financial plan designed to help you achieve your personal vision for financial success, and manage your investments to help your wealth grow.

WHO WE SERVE

We serve business owners, pre-retirees and young professionals by adding clarity and simplicity to complex financial lives. We are your ongoing partner for advice, implementation and monitoring of your wealth with the goal of achieving your financial goals.

INDIVIDUALS & FAMILIES

SMALL BUSINESS OWNERS

PLANNING WITH A PURPOSE

What are YOUR financial goals?

ENGAGE WITH SUN VALLEY FINANCIAL

Watch our latest videos, listen to our podcasts or attend one of our events spotlighted on our Engage page. Here are some recent articles written to help you learn more about financial concepts.

Financial Planning
May 4, 2022

5 Tips to Help You Hire a Financial Advisor

The thought of hiring a financial advisor can be an overwhelming task. Most of our clients who had no prior relationship to a financial professional thought about working with one…
Real Estate
May 4, 2022

The Importance of a Property Deed

Property deeds are legal documents that are used to convey ownership of real property. During the estate planning phase of the financial planning process, we discuss and review property deeds…
Financial Planning
April 21, 2022

Refinancing a Mortgage: How It Works

Refinancing has become a hot topic in recent years. With Rocket Mortgage reporting that interest rates went from the monumental 11% in the late 1970s and early 1980s to as…
Asset Management
April 7, 2022

4 Ways Target-Date Funds May Fall Short of Your Retirement Goals

Most of us who have participated in an at-work retirement account have most likely put some, if not all, of our money in a target-date fund, or a TDF. In…
Uncategorized
March 23, 2022

How Do You Start Planning for Retirement?

I cannot tell you how many times I have been asked the same questions, or variations of the same questions, calling for answers I believe most working Americans want: who,…
Uncategorized
March 23, 2022

Tax returns are due in just a few weeks

Tax returns are due in just a few weeks. Most individual tax filers without an extension have a due date of Apr. 18, while business taxes were due Mar. 15.…

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