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.
Helpful Content
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
The Business Cycle
How will you weather the ups and downs of the business cycle?
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.