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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
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Healthcare Costs in Retirement
Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
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Forecast
This short video helps explain why markets can be as unpredictable as the weather.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.