Month: October 2018

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Episode  3 – A Walk Through the Life By Design™ Guided Discovery Process

Episode  3 – A Walk Through the Life By Design™ Guided Discovery Process

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Meeting with a financial advisor for the first time can be overwhelming when you don’t know what to expect.Today, Royal Standley eliminates the unknown by walking you through the first step in Oregon Pacific Financial Advisors’ Life By Design™ process, otherwise known as their guided discovery.

In addition to learning what it’d be like to experience the guided discovery, you will also learn:

  • What Royal cares about way more than what assets clients are bringing in—and why
  • How he guides sensitive discussions, such as estate planning options and strategies
  • And why it’s important for clients to disclose all of their assets to their advisors

Tune in now for a step-by-step look at the first step of the Life By Design™ process, and learn how you could design a personalized financial plan that is just right for you.

Resources: Oregon Pacific Financial Advisors, Inc. | Life By Design™ Process

Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice. 

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Episode 2 – How the Life By Design™ Process Can Help You Dream Big

Episode 2 – How the Life By Design™ Process Can Help You Dream Big

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Today, Royal Standley shares what sets his firm apart from other financial advisers.

This lively episode is all about Oregon Pacific Financial Advisors’ Life By Design™ process, which helps clients design the rest of their lives and achieve the outcomes they’re hoping for.

Royal discusses the Life By Design™ process in-depth, walking you through the steps he takes with clients and sharing the questions he asks to help clients articulate their goals. Royal also explains how the process helps to clear away clients’ financial headaches, so they can live their best lives.

Listen now to learn about the Life By Design™ process and how it could help you give meaning to the next phase of your life.

Resources: Oregon Pacific Financial Advisors, Inc. | Life By Design™ Process

Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice. 

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Episode 1 – Introduction to Royal Standley, President & CEO of Oregon Pacific Financial Advisors

Episode 1 – Introduction to Royal Standley, President & CEO of Oregon Pacific Financial Advisors

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Meet Royal Standley, President & CEO of Oregon Pacific Financial Advisors.

In this inaugural episode of the Life By Design Podcast, Royal helps you to get to know him by sharing how he came to work in the financial industry and why he’s devoted to helping “real people who are getting ready to retire.”

Royal also shares a more personal side of himself, opening up about his passion for education and theatre, and how he has been influenced by his mother’s entrepreneurial talents.

Tune in now to learn more about Royal Standley and how he can help you fit the pieces of retirement together for your unique situation.

Resources: Oregon Pacific Financial Advisors, Inc.

Discussions in this show are for educational purposes only. The information presented should not be considered specific investment advice or a recommendation to take any particular course of action. Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change. All investing involves risk, including the potential for loss of principal. Securities and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.