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.
Oakstreet Financial © 2019