Broker Check
 
PERS Retirement Consultants Personalized Investment Design Financial Prosperity

We Listen. We Create. We Support.

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.

Contact Us
Call Out Box Two

Plan for the retirement
lifestyle you want.

 
Call Out Box Three

Turn your vision
into reality.

 

Helpful Content

Inflation and Your Portfolio

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

TIPS for Inflation

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

The Rule of 72

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

 

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.

View all articles arrow

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

View all calculators arrow

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

View all videos arrow