Tag: Investments

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Who is Royal Standley and Who Does He Help? (Ep. 83)

Who is Royal Standley and Who Does He Help? (Ep. 83)

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When meeting with a financial advisor, you are focused on building a financial and retirement plan based on numbers. Who is the person you are working with beyond the numbers?

In this episode, financial advisor Royal Standley of Oregon Pacific Financial Advisors discusses his background, passion, and career in financial services. He specializes in retirement and business planning, emphasizing active engagement and hosting educational events on topics like cybersecurity along with his involvement in the community.

Royal discusses:

  • Who he focuses on helping develop their retirement plans
  • How he educates clients and potential clients outside of the financial information 
  • What he likes about his home in Oregon and what he does outside of work hours
  • How his clients approach generational issues
  • And more

Connect with Royal Standley:

Resources:

Discussions in this show are for educational purposes only. Information presented should not be considered specific investment advice or a recommendation to take any particular course of action.  Always consult with a financial professional regarding your personal situation before making financial decisions. The views and opinions expressed are based on current economic and market conditions and are subject to change.  All investing involves risk, including the potential for loss of principal.  Securities offered through United Planners Financial Services (UP), Member FINRA/SIPC. Advisory Services offered through Oregon Pacific Financial Advisors, Inc. (OPFA). OPFA & UP are independent companies. Neither OPFA nor UP offers tax or legal advice.

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

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

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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.

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Episode 29 – What Should an Investor Avoid When Markets Are Facing a Downfall?

Episode 29 – What Should an Investor Avoid When Markets Are Facing a Downfall?

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How has your financial plan been affected by the recent downturn in the market? 

In this episode of The Life by Design Podcast, Royal Standley suggests how to plan and prepare for times when the market is experiencing decline. 

In this episode, you will learn:

  • Various potential reasons for an economic decline 
  • How to separate emotions and finances
  • What capitulation is and why you should selling when the market is low 
  • The impact of time in financial portfolios 
  • And more!

Tune in today to hear how to be prepared for the unexpected.

Resources:  Oregon Pacific Financial Advisors