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.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Being healthy not only makes you feel good, it may also help you financially.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Your credit score may influence how much you pay for auto and home insurance.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
What is your plan for health care during retirement?
Are you ready for retirement? Here are five words you should consider.
What does your home really cost?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
When should you take your Social Security benefit?
Here’s a quick guide to checking to see if you have unclaimed money.