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.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Understanding the economy's cycles can help put current business conditions in better perspective.
Second marriages are a trigger event to revisit any existing estate strategies.
This checklist can give you a quick snapshot of how prepared you are.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Making the most of surprises is a great reason to work with us.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
That big list of dreams and goals isn't the only way to look at your bucket list.
Do you know these three personal finance sayings?