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.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Tips on insuring your teen driver.
When considering life insurance, it's important to understand your options.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Five strategies for managing your student debt.
Is your estate in order? This short quiz may help you assess your overall strategy.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are some key concepts to understand when investing for retirement
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.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Agent Jane Bond is on the case, cracking the code on bonds.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Understanding the cycle of investing may help you avoid easy pitfalls.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
$1 million in a diversified portfolio could help finance part of your retirement.