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(405) 624-0330










OUR APPROACH

We want to get to know you and work along side you as you start or continue your journey of pursuing Financial Independence. Your initial meeting with us is only the beginning of your journey towards wealth accumulation, management and preservation of your assets.

When you meet with us, here's what you can expect:

Establish your Financial Objectives, Review & Update Your Investment Strategy, Discuss possibilities and plan for the unexpected, excellent customer service, long-term commitment

When you choose Streeter Financial Group,  We are committed to seeing you thrive during your retirement years.

OUR SERVICES

At Streeter Financial Group, we pride ourselves on providing services that have earned us the trust of many individuals, families, and businesses. We want to help you build confidence in your investment and retirement strategy.

Here are a few of the services we provide:

Retirement planning

  • 401(a), 403(b), 457(b) plans with existing OSU Staff & Faculty
  • Required Minimum Distributions and Withdrawal Strategies
  • Qualified Charitable Distributions
  • Retirement Goal Setting
  • Social Security Planning
  • Traditional and Roth IRAs
  • Portfolio Risk Review

Estate planning & Assistance to Loved Ones

  • Charitable Giving
  • Estate Tax-reduction strategies
  • Gifting Strategies
  • Wills, Trusts, Power of Attorney, Health Care proxy planning

College planning & Minors

  • 529 college savings plans
  • Retirement planning for minors
  • UTMA accounts for minors




Investment management & Planning

  • Asset Allocation review
  • Savings strategies and Goal planning
  • Exchange-traded funds (ETFs)
  • Mutual funds
  • Real estate investment trusts (REITs)
  • Stocks and bonds
  • Structured products
  • Unit investment trusts (UITs)
  • Variable and Fixed annuities

Risk Management & Insurance

  • Disability
  • Life insurance
  • Long-term care
  • Review of existing policies

Income Tax Planning

  • Roth Conversion Strategies
  • Tax loss Harvesting Planning
  • Health Savings Account Planning
  • Review of Cost-Basis
  • Review Unrealized & Realized gains/losses

OUR FEES

Our first priority is helping you take care of yourself and your family. We want you to understand how our fee structure works so that it is clear that we have no hidden agendas about helping you reach Financial Independence.

We charge a flat advisory fee percentage also known as an Assets Under Management (AUM) fee or Wrap Fee.   This fee is deducted from your investment account and will be illustrated on your statements for clarity.  We have a tiered pricing approach so the larger your AUM with us the lower your percentage fee and we proactively reduce our percentage fee when thresholds are reached.

With this approach our message is clear - When YOU Do Good, WE Do Good.  We won't earn upfront commissions, because we believe that investing and financial planning is for the long term and the risk should also be felt by the advisor not just you our client.  We are impacted financially when your Asset value goes up and we are impacted when your Asset value goes down.  We describe this philosophy as if we are all sitting at a round table working together with common interests for everyone to pursue their goals and financial independence.

We understand this structure isn't for everyone and buying products may be what you prefer or are used to.  We do accommodate clients that prefer the brokerage side of our business and when this structure is requested, we will assist you with the same passion and efforts to see you pursue your goals.