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.

Bear Market - Dollar Cost AveragingInvesting
July 19, 2022

Dollar Cost Averaging Vs. Lump Sum Investing

Despite overnight success stories you might hear about on the news and internet, the stock market is not a free-to-play, easily winnable game. Right now, when the market is rife…
Behavior GapFinancial PlanningInvesting
June 20, 2022

The Behavior Gap and Your Financial Health

How might it affect you? “It turns out my job was not to find great investments but to help create great investors,” writes Carl Richards, author of “The Behavior Gap.”…
Asset ManagementFinancial PlanningInvesting
June 1, 2022

Reacting to Market Volatility

Market volatility is back again, and it is not showing signs of easing in the immediate future. The Cboe VIX, also known as Wall Street’s “fear gauge”, has hovered over…
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…

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