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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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What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
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 Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Rightsizing for Retirement
What does your home really cost?
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, "What's next for the financial markets?"
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.


