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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
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
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Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
Saving for College 101
Here's a crash course on saving for college.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?