Broker Check

Join High Valley

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Benefits of partnering with High Valley Financial Planning:

  • 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. 
  • Shared location, furniture and equipment for lower overhead costs.
  • Case design support to help you provide best in class solutions to your clients. 
  • 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.
  • Experienced local, and regional operational support and problem-resolution

Additional benefit from our OSJ office, Iron Point Financial Advisors 

Join Iron Point

  • A local, knowledgeable compliance team that protects your practice and eases your burden
  • Quick pay and less rejected paperwork
  • A collaborative relationship with the home office
  • Negotiating power with our broker-dealer on platform pricing, special situations and commissions
  • Coaching, mentoring and local support to help you reach your goals
  • Camaraderie and joint work with experienced planning and product professionals
  • The latest proven training for you and your staff
  • Built-in succession and contingency planning

Our Broker/Dealer Securities America, Inc. 

Join Securities America

  • Intuitive technology allows you to become more efficient, productive and profitable
  • Award-winning practice management solutions
  • Robust Advisory & Asset Management programs let you do business your way, on one convenient platform
  • Industry leading Retirement Income Distribution Planning Software 
  • A Financial Professional-centric culture