WHAT WE DO
Investment and Financial Planning Services For Those Who Support Human Flourishing
Impact Investing
Oakstreet Financial is an advisory only (no commission-based investments) firm dedicated to investing with integrity. ESG and Socially Responsible Investing (SRI) means taking a moral and values perspective in every aspect of an investment.
We seek out investments in companies that are making a positive impact in the world. We also actively avoid investments in companies operating against traditional values like pornography and child labor.
Research shows that investing with intention does not mean sacrificing returns. We provide our clients with comprehensive financial services designed to bring them value while also impacting the world for good.
Financial Planning
A core part of Oakstreet's offering is financial planning. A financial plan is a thorough account of a person or family's long-term goals for financial protection and security, as well as a detailed savings and investment strategy to reach those objectives. Our complimentary financial plan includes an overview of the current economic picture, review of investments, a debt reduction plan (if appropriate), and insurance needs analysis.
Get started now. Contact us for a no-cost consultation. This offers an opportunity for those considering our services to learn about our firm. Additionally, we value getting to know each person, family, or organization we might be serving.
WE ANSWER TOUGH QUESTIONS LIKE THESE:
• Will I have enough money to retire?
• Should I rollover my 401k, 403b, or another retirement account from a previous employer?
• How should I save for my child's education?
• Would my family be OK financially if I died prematurely?
• How will I pay for long-term care if I need it?
• Where should I invest my money?
• Which debts should I pay off first?
• Will I outlive my money?
• When can I retire?
OUR SERVICES:
• Financial Planning
• Saving for retirement
• 401k, 403b, and other retirement account rollovers
• Term life insurance <-- Click to learn more.
• Legacy planning
• Retirement transitioning
• Long-term care insurance
• Income during retirement
• Education savings
WHY CHOOSE US?
Invest on Purpose
For Every Client:
We help clients invest in their future while making a positive impact.
We provide clients with professionally managed portfolios from a globally acclaimed investment management team.
For Faith-based Investors:- Partner with an advisor who shares the same traditional values and goals as you do.
- Find out how investing can impact the world for God’s glory and human flourishing.
ABOUT OAKSTREET FINANCIAL
OUR PURPOSE
What we do: Investment and Financial Planning Services for those who Support Human Flourishing
Our Mission: Our mission is to provide our clients with comprehensive financial services designed to bring them value while also impacting the world for God's glory.
Our Vision: Our vision is to provide professionally managed faith-based portfolios, comprehensive financial management, and ongoing discussions to earn our client's confidence and help them achieve their financial objectives.
Our Pursuits:
- Fair - We pursue a vision of business that is humble, transparent, and blesses others. We expect excellence in our work and to do what is right, even when no-one is looking.
- Faithful - We pursue living boldly and on purpose. We are willing to depart from consensus opinion and resolve to always select investments that contribute to human flourishing, create value, and maintain focus on financial success.
- Friendly - We pursue treating everyone with the respect they deserve as human beings made in the image of God. We aim to encourage and live our authentic selves before others.
INVESTMENT PHILOSOPHY
Invest With Confidence
Our investment philosophy begins by interviewing clients to identify their investment profile, values, and insurance needs. Our discovery process includes, but is not limited to, investments, financial situation and needs, tax status, investment objectives, investment experience, investment time horizon, liquidity needs, risk tolerance, and current insurance information.
Next, based on the information collected, we make recommendations consistent with traditional values and the best interests of our client.
We think high-quality companies that excel at creating value for others can also offer superior long-term risk-adjusted returns. Options, futures, cryptocurrency, and penny stocks are not a part of our investment philosophy.
We go beyond recommending products and services that are suitable. We are bound by the law as a fiduciary to act ethically and responsibly to manage assets for the benefit of our clients rather than for our profit.
We consider it a privilege and a joy to be trusted with such a vital part in our client's lives.
WE ARE INDEPENDENT
Impartial Financial Advice
Your Best Interest
Unlike many advisors, we do not accept any fees or compensation based on investment product sales. Operating fee-only allows us to reduce conflicts of interest and provide more balanced and comprehensive advice. Fee-only advisors have fewer inherent conflicts of interest, and generally, offer more in-depth advice and services.
Why is independence important?
In a profession based on objective advice, true independence offers many choices intended to benefit you, the client. Your choice of an independent financial professional is the first step in getting unbiased recommendations and impartial guidance based directly on your goals and needs.
An independent financial professional is not an employee of an investment or financial services firm - they are an independent business owner. They have the freedom to structure their business in a manner that best serves their clients. An independent professional is much different from a captive advisor who may work for firms that are conglomerates such as commercial banks, investment banks, or insurance companies.
What is a Registered Investment Advisor?
Just as you can choose your financial professional, the financial professional selects a Registered Investment Advisor (RIA) firm to run their investment and advisory business through. Generally, an independent RIA does not underwrite securities, have proprietary funds, create res earch, or engage in investment banking.
An independent RIA allows financial professionals to offer non-proprietary products, such as mutual funds, ETFs or insurance products through a variety of companies. The RIA generally provides services to the financial professional that include processing investment business, marketing assistance, practice management, and education. Also, an RIA holds responsibility for regulatory compliance and adherence to securities laws designed to protect the investing public.
We chose to run our investment business through the independent Registered Investment Advisor (RIA) Inspire Advisors.
When we decided to operate independently for all the reasons above, we chose to be a part of the Inspire Advisors team because they are steadfast about glorifying God in all areas of business and in their personal lives. They offer the widest range of investment strategies that align with our values.
Inspire Advisors is one of the few 100% Biblically Responsible Investing (BRI) firms in the country. This focus allows them to research and develop a wide variety of investment strategies designed to fit our client's varying goals and objectives.
Joining your faith and finances brings a peace beyond the volatility that the rest of the world endures.
Does this concept stir your curiosity? Scheduling a free consultation is easy.
OUR STORY
How We Got Here
PURPOSE
In 1972, after returning home from Vietnam, my dad learned his uncle had sold him an over-priced whole life insurance policy, which would leave my mom and me destitute should something happen to him. Realizing he and countless others were being exploited, his passion became helping them avoid the same mistake.
Long before Dave Ramsey's Baby Steps, my father, Dave Eck, Sr., became insurance and securities licensed.
EDUCATE
Under the tutelage of a fellow Army officer, my father was licensed and started a lifelong campaign to teach families how money works. Over the years, those same practical principles have been popularized by Art Williams, Larry Burkett, Dave Ramsey, and others.
"I believe that through knowledge and discipline, financial peace is possible for all of us." - Dave Ramsey
CULTURE
Now, 47 years later, our team continues the tradition of helping our clients make educated decisions about their financial goals and teaching them how to protect their income if the unexpected should happen.
We're here for you. We deliver easy to understand financial solutions customized to match each unique situation. To learn if our services are a good fit for you or you have questions, give us a call.
David M. Eck
Wealth Advisor
CONTACT
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Invest on Purpose
