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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.
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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
For many, retirement includes contributing their time and talents to an organization in need.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Learn when it may not make sense to file a claim on your home insurance.
This article may help you maximize the benefits of your donation for your chosen charity.
How to help determine life insurance needs to provide for your family after you pass away.
A letter of instruction provides additional and more personal information regarding your estate.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Check out this video to begin separating fact from fiction.
If you died, what would happen to your email archives, social profiles and online accounts?
Have you explored all your options when it comes to managing your taxable income?
How will you weather the ups and downs of the business cycle?
When markets shift, experienced investors stick to their strategy.
Here is a quick history of the Federal Reserve and an overview of what it does.