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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
Rightsizing for Retirement
What does your home really cost?
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Saving for College 101
Here's a crash course on saving for college.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.