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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

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Revising Estate Strategy Assumptions

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

4 Steps to Protecting a Child with Disabilities

4 Steps to Protecting a Child with Disabilities

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

 

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

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My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Saving for College

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

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

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

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Rightsizing for Retirement

What does your home really cost?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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