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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
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.