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.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Earnings season can move markets. What is it and why is it important?
Ascertaining the value of your business is important for a variety of reasons.
Assess how many days you'll work to pay your federal tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
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.
The importance of life insurance, how it works, and how much coverage you need.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you have causes that you want to support with donations? Here are three tips.
Agent Jane Bond is on the case, cracking the code on bonds.
Are you ready for retirement? Here are five words you should consider.
Investors seeking world investments can choose between global and international funds. What's the difference?
Women must be ready to spend, on average, more years in retirement than men.