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.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Life insurance proceeds are generally tax-free. But not in all cases.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
How to help determine life insurance needs to provide for your family after you pass away.
There are things about Social Security that might surprise you.
Understanding the economy's cycles can help put current business conditions in better perspective.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
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.
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.
Even low inflation rates can pose a threat to investment returns.
A special needs trust helps care for a special needs child when you’re gone.
Learn how to harness the power of compound interest for your investments.
Here is a quick history of the Federal Reserve and an overview of what it does.
You’ve made investments your whole life. Work with us to help make the most of them.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.