Tag: Life Journey

How Financial Advisors Plan Through the Client’s Life Journey (Ep. 77)

How Financial Advisors Plan Through the Client’s Life Journey (Ep. 77)

As you move through life your financial situation changes. Maybe you change careers, start a family or experience a life-changing situation. No matter what happens, a financial advisor can help you stay on track.

In this episode, Royal Standley explores the relationship between advisor and client through the planning process. Royal shares a story to illustrate the process from the first meeting through planning for retirement and eventually bringing in the next generation as the client nears the end of their life.

Royal discusses:

  • The story of how one client came to the company
  • How advisors provide direction for the client’s financial plan based on their wants and needs
  • The next step of planning at the end of the client’s life
  • Why speaking with a financial advisor helps clients turn their ideas into reality
  • And more

Connect with Royal Standley:

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.There is no guarantee that any statements of future expectations will come to fruition. All information presented is collected from sources believed to be reliable, but may not be guaranteed.