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Haven Financial Group is a financial services firm in Oregon, with it’s main office in Salem, and affiliated branches in Bend and Medford, Oregon.
At Haven Financial Group every client is valued and respected. We partner with our clients to develop and support a financial plan, tailored to fit personal family values, community, lifestyle, dreams and goals.
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Helpful Content
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
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Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Saving for College 101
Here's a crash course on saving for college.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.