Monthly Archives: February 2019

Episode 11 – Answers to Clients’ Most-Asked Questions: Part 3



Asking the right questions will get you the right answers. This becomes especially important when you are choosing a financial advisor.

In the last part of his most-asked-questions miniseries, Royal Standley uncovers information frequently requested by potential clients.

In this episode you’ll learn:

  • How to determine which type of investments are best for you
  • How the allocation of your portfolio will help you as your financial horizon changes
  • How to know when to start taking Social Security benefits
  • About the upsides of deferring Social Security
  • And more!

Tune in now and learn how Royal uses his expertise to answer questions from real clients. If you would like your questions answered, you can contact Royal directly at royal@opfa.com.

Resources:  Oregon Pacific Financial Advisors, Inc. | How the Life by Design Podcast can help you dream big | Episode 10

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 10 – Answers to Clients’ Most-Asked Questions: Part 2



Are you thinking about working with a financial planner, but you’re not sure what questions to ask?

Then you’re in the right place! Royal Standley is back to answer your biggest questions about working with a financial advisor. In part two, you’ll learn the answers to the most-asked questions that potential clients ask him and his team at Oregon Pacific Financial Advisors.

In this episode, you’ll learn:

  • How new tax laws could affect your retirement and tax return
  • Whether your IRA contribution is still deductible under the new tax laws
  • How and when to join your retirement plan at work
  • Three options to take with your 401(k) when you change jobs
  • Whether you should pay off debt first or start saving for retirement
  • Emergency savings guidelines
  • And more!

Tune in and learn the answers to the most-asked financial planning questions! You can also get your questions answered in the next podcast by emailing Royal at royal@opfa.com.

Resources:  Oregon Pacific Financial Advisors, Inc. | How to use Dave Ramsey’s Baby Steps | Episode 9

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.