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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Read this overview to learn how financial advisors are compensated.
A look inside the U.S. government's statistics on household net worth.
Building wealth requires protection from the forces of wealth destruction.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
One way to find money is to examine your current spending habits and eliminate money wasters.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
Estimate your monthly and annual income from various IRA types.
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
Principles that can help create a portfolio designed to pursue investment goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Smart investors take the time to separate emotion from fact.
Making the most of surprises is a great reason to work with us.
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.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Even low inflation rates can pose a threat to investment returns.