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.
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.
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.
Services
High Valley Financial Planning Services provides investment management services through Securities America Advisors, Inc., a SEC Registered Investment Advisory Firm. We provide a goal-based investment approach to help you stay focused on your various targets within your time frame. We believe in reaching your goals by designing specific portfolios that are fully diversified to help mitigate market risk.
Putting everything together is a daunting task. Financial planning cannot be viewed as a collection of isolated topics like Retirement, Tax, Education, and Estate. As you move through your life stages, a change in one aspect of your life can affect the entire financial picture. We are here to help you put your financial life in order.
Estate Planning should be about your legacy. It is about people you love, causes you care about, and when you would like to see the impact -- not just after your death. The discussion begins with your values, what you believe in, what you care about, and how you would like to leave your legacy, described in your own words.
While you navigate the volatile markets to achieve your financial goals, you also want to make sure that no matter what twists and turns life sends your way - losing a job, becoming sick or disabled, living too long, or dying too soon - you'll have a financial safety net in place to protect you and your family.
Mentoring and close personal coaching by AiRung Liu, the Branch Manager. Over 17 years of industry experience, and proven record of successfully growing book of business. Camaraderie and joint work with other experienced financial advisors within our OSJ group network. Established brand name, website, marketing collaterals (email, webinar, brochures, etc.) that you can adopt and use for your own marketing.
Reviews
Be the first to review High Valley Financial Planning Service.
Write a Review
