210 West 8th Street
Simplifying Financial Planning
You may have heard the term financial planning, but do you know what it means? Click for Episode 67 of the Life By Design podcast where Royal Standley helps break it down.
Serving Southern Oregon for over 25 Years
We couldn’t have made it this far without our clients and community. Here’s to the next 25 years and beyond.
Who We Are
Work with us to make the most of your financial plan.
Why Work with Us
Our team of experienced professionals specialize in creating a plan designed to address your individual needs.
Life By Design Podcast
Join Royal Standley as he discusses the Life By Design process and how he helps clients plan for their future so they can live their best lives.
No two people are the same, and our advisors know this better than most. Our deep financial knowledge and broad life experiences inform our every decision. We have only one goal in mind: your ideal future.
With decades of experience, we’re excited to help you prepare for every eventuality, no matter what.
We believe every person deserves access to sound, informed financial advice. Regardless of your situation, tolerance for risk, and goals, we’re ready to help you prepare for the future. Come rain or shine – together, we’ll encourage your investments to grow for years to come.
The best futures are achieved through naturally diverse investments. Like the strongest of trees, the seeds you plant today will lead to a lush canopy of comfort, shelter, and protection tomorrow.
Together, we’ll design a roadmap that starts with the future you want and ends with your dream retirement. Our approach is designed to help your retirement weather the harshest of storms.
Discover an array of services for all your financial needs.
In a one-on-one meeting we will listen to your goals and concerns, conduct guided fact gathering, and explore your financial priorities.
Life by Design Questionnaire
We will perform the heavy lifting of bringing together the various pieces of your financial life, analyze them for gaps, and then formulate your complete plan.
Clarify your values and goals – together we focus in on discovering your values and goals, ensuring that they are the driving force of your financial plan.
We carefully craft a plan that is unique to you, covering many aspects of planning such as: retirement, estate, investment, insurance, tax, education planning, and even special projects.
We come together to make final strategy decisions, implement insurance solutions and execute investment strategies.
We will oversee your plan on a continual basis, monitoring your investments for needed adjustments and changes. Semi-Annually we will conduct a broad review of your financial plan. Once a year we meet for an annual review to update your financial plan focusing on your Life By Design.
Curated articles, videos, and more, for a financially savvier you.