Podcast: Play in new window | Download | Embed
Subscribe: Spotify | TuneIn | RSS | More
In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty.
Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous time.
Resources: Oregon Pacific Financial Advisors Inc.
Podcast: Play in new window | Download | Embed
Subscribe: Spotify | TuneIn | RSS | More
Do you have the right type of insurance plan and amount of coverage for your family’s needs?
In this episode, Royal Standley and James Monroe of Oregon Pacific Financial Advisors walk you through different life insurance policies. This down-to-earth conversation is all about helping you figure out which policy will give you the coverage you need to maintain you and your family’s lifestyle.
In this episode, you will learn:
Tune in to learn how Royal and James can contribute to enhancing your current health insurance.
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
Reaching the 25-year mark is a tremendous feat for a small business. The silver anniversary of Oregon Pacific Advisors calls for a celebration!
In today’s episode, Royal Standley walks down memory lane as he talks about the story of Oregon Pacific Advisors, the secrets behind their staying power, and how he predicts each generation’s planning needs will change over the next 25 years.
In this episode, you’ll learn:
Tune in now to hear this small business’ secrets to standing the test of time.
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
The term “guaranteed income” sounds stuffy. But what this mini-series is really focused on is helping you consider your options for recreating your paycheck during retirement.
In the final part of this series, Royal Standley walks you through more options for guaranteed retirement income. You will learn about money-savings pension tips, the pros and cons of different annuities, and plenty more!
In this episode, you’ll learn:
Tune in now to learn your options for recreating your monthly paycheck during retirement.
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.