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In this episode of The Life By Design Podcast, Royal Standley introduces us to a special guest. Financial planner Rich Todd has worked at Oregon Pacific for 11 years. Rich shares with us his background and experience, what inspired him to start his career in financial planning, and how he manages to give clients a new perspective on their money.

In today’s episode, you’ll learn:

• About Rich’s decision to get into financial planning after working with tech companies in California
• About Rich’s areas of specialization
• Who his heroes are
• His most recommended advice to clients
• And more!

Tune in now and learn more about the Oregon Pacific family!

Resources:  Oregon Pacific Financial Advisors, Inc.

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.

 

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | TuneIn | RSS | More

To have success in your financial life, you need to have a team that can provide you with the best professional advice. Finding the right team can save you from making costly mistakes, and that can make a huge difference in your financial future.

Start putting all of your pieces in place with Royal Standley’s help, as he shares expert advice and guides you through the importance of building your financial success team.

In today’s episode you’ll learn:

• How to find the right team members for you
• Who to include in your team
• Differences between financial advisors and financial planners
• Benefits of collaboration in maximizing financial success
• Unexpected members to include in your team
• How to know when it’s time to make changes to your team
• And more!

Tune in now and learn how to optimize your financial outcomes by having the right people by your side!

Resources:  Oregon Pacific Financial Advisors, Inc.

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.