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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
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Rightsizing for Retirement
What does your home really cost?
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
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.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Rightsizing for Retirement
What does your home really cost?