Broker Check

Phone » (541) 772-1116

Tollfree » (800) 223-1281

Your Trusted Advisors

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.

Schedule an Appointment Online!

Helpful Content

Jane Bond: Decoding Diversification

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Six Most Overlooked Tax Deductions

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

 

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Is Term Life Insurance for You?

Term insurance is the simplest form of life insurance. Here's how it works.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

View all articles arrow

Tax Freedom Day

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

My Retirement Savings

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

View all calculators arrow

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.

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Real Cost of a Vacation Home

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

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

View all videos arrow