Your Trusted Advisors for Financial Solutions-Today and Tomorrow
At Oregon Pacific Financial Advisors, Inc. (OPFA) we serve both individuals and businesses with a variety of financial services, including personalized and comprehensive financial plans, retirement planning, investment management, risk management and estate planning.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Your DNA Test
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Tips on insuring your teen driver.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
A look inside the U.S. government's statistics on household net worth.
Term insurance is the simplest form of life insurance. Here's how it works.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What does your home really cost?
It’s never a bad time to speak with your financial advisor about changes in your situation.
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.