210 West 8th Street, Medford, OR 97501

(541) 772-1116
[email protected]
Client Login
Oregon Pacific Financial Advisors Home
Oregon Pacific Financial Advisors Home
  • Home
  • About Us 
    • About Us
    • Our Services
    • Our Process
    • Our Disclosures
  • Who We Help  
    • Financial Planning & Wealth Management
    • Retirement Plans for Businesses
    • Business & Transition Planning
    • Oregon PERS
  • Resources 
    • Client Account Login
    • Client Financial Plan Login
    • Schedule a Meeting
    • New Client Documents
    • Guides / Whitepapers
    • Financial Topics
    • Financial Calculators
  • Podcasts/Events 
    • Blog
    • Events
    • Life by Design Podcasts
    • Life by Design Podcast Archive
  • Contact 
    • Schedule with Royal Standley
    • Schedule with James Monroe
    • Schedule with Chris Bautista
    • Schedule with Magen Fong
    • Schedule with Jenny Hamilton
Client Login

Surprises

Making the most of surprises is a great reason to work with us.

Have A Question About This Topic?

Thank you! Oops!

Related Content

The Half Million Dollar Baby

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Estimating the Cost of College

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Contact

Office: (541) 772-1116

Toll-Free: (800) 223-1281

Fax: (541) 772-6927

210 West 8th Street

Medford, OR 97501

[email protected]

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2025 FMG Suite.

Welcome to Oregon Pacific Financial Advisors, Inc. Securities and Advisory Services are offered through United Planners Financial Services, member FINRA / SIPC. Oregon Pacific Financial Advicors and United Planners are independent companies.

Royal Standley is registered to conduct securities business in Alaska, Arizona, California, Colorado, Florida, Hawaii, Idaho, Indiana, Kansas, Massachusetts, Maine, Michigan, Minnesota, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oregon, Rhode Island, South Dakota, Tennessee, Texas, Utah, Vermont, Washington, Wisconsin, West Virginia, & Wyoming. Rich Todd is registered to conduct securities business in Arizona, California, Colorado, Florida, Idaho, Montana, Nevada, New Jersey, New Mexico, New York, Oregon, Texas, Utah, & Washington. James Monroe is registered to conduct securities business in California, Idaho, Indiana, Minnesota, Nevada, New York, North Carolina, Oregon, Rhode Island, & Washington. Emma Nelson is registered to conduct securities business in Arizona, California, Maryland, Maine, New Mexico, Oregon, Washington, Wisconsin, & West Virginia. Jenny Hamilton is registered to conduct securities business in California, Montana, Oregon, & Washington. Tania Herbert is registered to conduct securities business in California, Florida, & Nevada. Magen Fong is registered to conduct securities business in Nevada & Oregon. Chris Bautista is registered to conduct securities business in California. This communication is strictly intended for individuals residing in the states listed. No offers may be made or accepted from outside specific states referenced.

Insurance-related services may not be provided to individuals residing in any sates other than Arizona, California, Colorado, Florida, Minnesota, Nevada, New York, Oregon, Texas, & Washington.

A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.