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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.

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Helpful Content

What the New Tax Bill Means for You

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

Where Is the Market Headed?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

 

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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