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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
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.