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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.

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Plan for the retirement
lifestyle you want.

 
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Turn your vision
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Helpful Content

Can I Refinance My Mortgage?

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Weighing the Benefits of Prepaid Debit Cards

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

 

Best-Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Lifetime of Earnings

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

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Rightsizing for Retirement

What does your home really cost?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

When Special Care Is Needed: The Special Needs Trust

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

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

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