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.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
It's important to make sure your retirement strategy anticipates health-care expenses.
Knowing your options when a CD matures can help you make a sound investment decision.
Healthy habits are one of the greatest gifts to give your child.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Do you know these three personal finance sayings?
Recent changes in estate tax laws could affect the strategy you have in place.
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 good times and bad, consistently saving a percentage of your income is a sound financial practice.
You’ve made investments your whole life. Work with us to help make the most of them.
What are your options for investing in emerging markets?