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.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
A four-step framework for building a personal legacy.
It's important to understand how inflation is reported and how it can affect investments.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Tips on insuring your teen driver.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Taking your Social Security benefits at the right time may help maximize your benefit.
Making the most of surprises is a great reason to work with us.
How do the markets usually react to elections? Was the 2016 election any different?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
$1 million in a diversified portfolio could help finance part of your retirement.