Tag Archives: Financial Advisors

Episode 33 – Your Next Steps to Building a Retirement Plan for Your Business



If you’re ready to move from learning about 401(k) basics to seriously considering how you will structure your business’s retirement plan, this episode is for you.

In this episode, Royal Standley shares what business owners need to know when they’re evaluating a retirement plan for their business. Royal walks you through the roles that go into a 401(k), underlying investment options for employees, and what role a financial advisor should be playing in the process of structuring and implementing a plan.

In this episode, you will learn:

  • Who, within a company, is responsible for setting up a 401(k) and making all necessary decisions, including the hiring and firing of different parties to the plan
  • Which tasks are carried out by financial advisors
  • What investment options are available to plan participants
  • How to design a 401(k) that meets the needs of the participant and the business owner
  • And more!

Tune in now to learn the next steps to building a retirement plan that will benefit you and your employees. 

Resources:  Oregon Pacific Financial Advisors: (541) 772-1116 | Episode 32: How to Build an Efficient Retirement Plan

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 32: How to Build an Efficient Retirement Plan



Are you a business owner or a plan sponsor that’s looking to set up a retirement plan?

In this episode of Life By Design Podcast, Royal Standley dives deep into the different retirement plan options and shares the key features of each.

In this episode, you will learn:

  • The three types of 401(k)s and how they each work
  • The difference between a defined contribution and a defined benefit plan
  • The benefits of having a 401(k) with a profit-sharing option
  • Why IRAs are an incentive for younger people
  • And more!

Tune in to hear the considerations you should make when choosing a retirement plan.

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 31 – Answering Prospective Clients’ Frequently Asked Questions



Are you curious about financial advisors and how they can help you? Do you know how to tell if you need one — and how to find the right one?

These are just a few questions that Royal Standley receives on a regular basis by new and prospective clients alike. Today, Royal is sitting down to answer some of these frequently asked questions, all the while highlighting the importance of working with an expert. 

In this episode, you will learn:

  • The benefits of working alongside a financial professional 
  • The difference between a financial advisor and asset manager — and how to find the right one
  • What being a fiduciary means
  • About conflict of interest in the financial services industry
  • And more!

Tune in now to hear the answers to your burning questions — and to learn what considerations you should keep in mind when seeking a financial planner and advisor!

Resources:  Oregon Pacific Financial Advisors | The Life by Design Podcast | Royal Standley 

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.