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.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Understanding the economy's cycles can help put current business conditions in better perspective.
How long does a $20 bill last?
How to help determine life insurance needs to provide for your family after you pass away.
Building wealth requires protection from the forces of wealth destruction.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Good employee health can be great for the company’s bottom line.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Around the country, attitudes about retirement are shifting.
Women must be ready to spend, on average, more years in retirement than men.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Do you know how to set up your financial goals for success? This knight does.
Agent Jane Bond is on the case, cracking the code on bonds.
Even low inflation rates can pose a threat to investment returns.