High Valley Financial Planning Service

Our Mission

At High Valley Financial Planning Services, we believe in empowering individuals to achieve their financial goals through personalized planning and comprehensive guidance. We work as your trusted partner, providing a roadmap to navigate the complexities of personal finance with clarity and confidence.

Who We Are

High Valley Financial Planning Services is a privately owned, diversified, and full-service financial services company based in Fremont, California. Led by experienced founder and Certified Financial Planner, AiRung Liu, we offer a comprehensive array of financial services designed to meet your unique needs and aspirations.

Our Approach

We believe in a holistic approach to financial planning, considering your individual goals, aspirations, and risk tolerance. We start by carefully listening to your vision, passions, and dreams. We then work together to:

• Align your resources: We analyze your current financial situation and goals to create a personalized plan.
• Secure your future: We provide guidance on risk management, estate planning, and insurance coverage.
• Growth and preservation: We help you invest for the future while preserving your current assets.
• Continuous guidance: We monitor your progress and provide ongoing support to ensure your financial plan remains effective throughout life's changes.

Asset Management

• Personalized portfolio construction
• Regular review and rebalancing
• Access to diverse investment options

Financial Planning

• Goal setting and financial analysis
• Budget and expense management
• Retirement planning and analysis
• Estate planning and insurance review

Additional Services

• Estate Planning: Wills, Trusts, Power of Attorney
• Insurance Services: Life, Health, Disability, and Property/Casualty
• Retirement Planning: 401(k) rollovers, IRA contributions, Roth IRAs
• Tax Planning and Optimization

Our Values

Integrity, transparency, and personalized attention are core values that guide our interactions with every client. We are committed to:

• Transparency: Providing clear and concise explanations of our processes and recommendations.
• Client-centered approach: Tailoring our services to your individual needs and goals.
• Client communication: Regularly updating you on your financial plan's progress and making necessary adjustments.
• Industry expertise: Staying updated on financial regulations and advancements in wealth management.