OUR STORY: ABOUT SUN VALLEY FINANCIAL
Sun Valley Financial was formed as a fee-based advisory practice to help a wide array of clients in different stages of life. Coming from the broker-dealer world, we realized the best way to serve our clients is in a fee-based environment with all of our pricing fully disclosed. Removing proprietary products and constant production goals allows SVF to focus on our clients and what we do best, planning with a purpose.
We see the big picture, never getting caught up in chasing after short-term returns or following trendy, risky practices. Our focus is on helping our clients achieve their financial goals in an effective, tax-smart and stress-free way. The core of our investment strategy is to help ensure that our clients’ investments are aligned with their financial plan and their time horizon to retirement as well as their personal comfort level with stock market risk.