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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
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Rightsizing for Retirement
What does your home really cost?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.