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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
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Saving for College 101
Here's a crash course on saving for college.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?