Return to site
Return to site

Good News Ahead

Fall 2019 Client Announcement

We have news that may benefit you and your family and help you get more value from your investment dollars. 

We've decided to move our practice to advisory only — no more commission-based investments! Also, there will be a focus on investing in companies that promote human flourishing and a deeper inspection to avoid investments in companies involved in unethical business practices and causes.

With this change, here is a sample of the benefits you may receive:

  • Access to lower-cost investments.
  • Potential for higher returns and lower volatility on long-term investments.
  • Reassurance that your advisor is bound by law as a fiduciary to act ethically and responsibly for your benefit rather than his profit.
  • Access to improved tech for financial planning, including an available mobile app.
  • A long-term relationship with our team vs. one-time transactional engagements.
  • Annual Client Strategy Meetings.  
  • Access to investments that actively avoid companies operating against traditional values like pornography and abortion.
  • Access to ownership in companies that are making a positive impact in the world.
  • Capability to move investments between fund companies and products without paying a commission.
  • Better tax management tools for taxable accounts.

Advisory-only (no commission) investing is the direction our industry is moving. We also think it is in the best interest of our clients.

We hope you will agree and come along with us on this new journey.

If you’d like to be one of the first to benefit from this shift, please let us know.

We can be reached by phone or text at 509-350-8072, or you can inform us by emailing LevelUp@oaksteetfinancial.com. You can also book time with David by clicking here.

We look forward to connecting with you!

Investment advisory services offered through Inspire Advisors, LLC , a Registered Investment Adviser with the SEC.

Fees charged for investment advisory services vary in accordance with the nature and scope of the services provided.

http://brokercheck.finra.org

Oakstreet Financial © 2019

Previous
Why BRI Now?
Next
 Return to site
Cookie Use
We use cookies to improve browsing experience, security, and data collection. By accepting, you agree to the use of cookies for advertising and analytics. You can change your cookie settings at any time. Learn More
Accept all
Settings
Decline All
Cookie Settings
Necessary Cookies
These cookies enable core functionality such as security, network management, and accessibility. These cookies can’t be switched off.
Analytics Cookies
These cookies help us better understand how visitors interact with our website and help us discover errors.
Preferences Cookies
These cookies allow the website to remember choices you've made to provide enhanced functionality and personalization.
Save