Podcast: Play in new window | Download | Embed

Subscribe: Spotify | TuneIn | RSS | More

Everyone has heard the term financial planning over and over again. But do you truly understand financial planning as a whole? 

In this episode, Royal Standley shares what financial advising truly is, diving into what to look for as a client and the steps a financial advisor takes to create a financial plan. He reveals some of the fears and worries of clients, how financial advisors create a personalized financial plan, and identifies the next steps after a plan is put in place.

Royal discusses:

• How to determine if a financial advisor will focus on you
• Existing worries and fears of clients
• How financial advisors reduce risk when faced with uncertainty
• The steps after creating the financial plan
• And more

Connect with Royal Standley:

• Oregon Pacific Financial Advisors 
• About Royal Standley
• Schedule Online with Royal Standley 
• (541) 772-1116 
• Email Royal Standley

Discussions in this show are for educational purposes only. The 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 and Advisory Services offered through United Planners Financial Services, Member FINRA, SIPC. Oregon Pacific Financial Advisors and United Planners are not affiliated. United Planners and its representatives do not offer tax or legal advice.