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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
To choose a plan, it’s important to ask yourself four key questions.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Will Power
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
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Rightsizing for Retirement
What does your home really cost?
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.