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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
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
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.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
U.S. Personal Savings Rate
What can be learned from the savings rate?
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Forecast
This short video helps explain why markets can be as unpredictable as the weather.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.