Monthly Archives: November 2018

Episode 5 – How to Plan for Risks Through Financial Planning



In his last episode, Royal Standley talked about nine types of risk that could impact your returns. Now Royal is back to explain how he addresses those risks through his financial planning process. He is on a mission to create the best possible outcomes for clients.

In this episode, you will learn:

  • A recap of the nine types of risk
  • Which risk clients worry about the most and how Royal addresses it
  • The insurance policy that most higher-income individuals are overlooking
  • Examples of how clients benefit from planning around risk
  • Spending trends in retirement
  • And more!

Tune in now to learn how planning around risk can help you prepare for the best future possible.

Resources: Oregon Pacific Financial Advisors | 541-772-1116 | Episode 4: Are You Aware of These Nine Risks to Your Portfolio?

Advisory Services offered through Oregon Pacific Financial Advisors, Inc. Securities offered through United Planners Financial Services of America, Member FINRA / SIPC. Oregon Pacific Financial Advisors, Inc., and United Planners Financial Services are independent companies.

 


Episode 4- Are You Aware of These Nine Risks to Your Portfolio?



There are nine types of risk that could not only impact your investment returns, but also your overall financial plan.

Today, Royal Standley outlines each type of risk and shares strategies he uses to help reduce their effect on clients’ investment portfolios.

In this episode, you will learn:

  • How parents tend to influence their children’s risk tolerance
  • How your risk tolerance is calculated
  • The characteristics of nine investment risk types
  • A form of liquidity risk that most people don’t consider
  • Why paying for your kids’ tuition could pose a situation risk
  • And more!

Listen now as Royal walks you through the nine different areas of risk to consider when building your portfolio.

Resources: Oregon Pacific Financial Advisors | Online Risk Assessment Tool | 541-772-1116

Advisory Services offered through Oregon Pacific Financial Advisors, Inc. Securities offered through United Planners Financial Services of America, Member FINRA / SIPC. Oregon Pacific Financial Advisors, Inc., and United Planners Financial Services are independent companies.