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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.Contact Us
Plan for the retirement
lifestyle you want.
Turn your vision
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
In the face of divorce, making changes to insurance coverage may be overlooked.
The federal government requires deceased individuals to file a final income tax return.
A quick look at how federal income taxes work.
To choose a plan, it’s important to ask yourself four key questions.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
What does your home really cost?
Check out this video to begin separating fact from fiction.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.