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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

 

The investment climate has never been more exciting or more challenging than it is today. Now more than ever, customers of financial institutions demand professional advice and guidance, and require the ability to receive comprehensive products and services from a single entity.

To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.

By keeping clients' objectives in focus, staying in contact with them throughout all market conditions and making investment adjustments as economic or lifestyle conditions warrant, Oregon Pacific Financial Services maintains a constant commitment to putting service first.

If you would like any further information, please don't hesitate to call or email us. We can help you make sense of today's investment climate, as well as offer a variety of additional services, including:

  • Cash Flow Analysis
    • for everyday budgeting
  • Retirement Planning
    • to design an investment strategy to help you pursue all of your retirement goals
  • Annual Portfolio Review
    • to review your current holdings and help you make any necessary changes or adjustments
  • Asset Allocation
    • a strategy to help balance your investments
  • College Planning
    • to give your kids a good head start
  • Insurance Planning
    • to help secure your family's future needs

Asset allocation does not ensure a profit or protect against a loss. No strategy assures success or guarantees against loss.

Oregon Pacific Financial Services is owned by Oregon Pacific Bank, a local community Bank headquartered in Florence and serving the needs of Oregon communities for over 36 years.

Visit www.opbc.com for more information about Oregon Pacific Bank!