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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

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

 

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

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Bridging the Confidence Gap

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

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

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.

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