About Us
Overstreet Financial
Our Mission
At Overstreet Financial, our mission is to provide expert financial guidance and unwavering support to individuals seeking to secure a better retirement. Led by Josiah Overstreet, we are committed to competitively growing and protecting our clients’ retirement assets, ensuring their financial peace of mind.
Our approach is rooted in a genuine passion for helping retirees literally receive the absolute best products available at the time. At Overstreet Financial, we believe in empowering our clients with the knowledge and strategies they need to enjoy a worry-free retirement.
We are dedicated to growing long-term relationships built on trust, integrity, and a steadfast commitment to financial security. Your future is our priority, and we are here to help you navigate the complexities of retirement planning with confidence and clarity.
Josiah Overstreet
Josiah is a barred attorney who has been a community educator and a retirement planner since 2005. He advises on tax strategies and a range of the best investments available from commercial real estate and premium finance, to precious metals and annuities.
In 2008 he was a founder of a successful IMO, and was essential in the forming of a successful national insurance carrier. Josiah enjoys helping people throughout the country grow and protect their retirement income.
“I have never been captive to any specific company. Since 2005, I have helped people protect millions of dollars in retirement assets while growing their money with the most competitive products available. Giving people peace of mind about their financial future and taxes is truly awesome.” – Josiah Overstreet.
Josiah has helped people from multiple states grow their retirement funds and lower their tax liability, providing security for their family. Whether it be a growth strategy, a safe way to beat bonds, a way to convert their Tax Qualified accounts to Roth accounts, or guaranteed income for life, he uses cutting edge technology, knowledge, and experience to confirm that his client is receiving the absolute best product available, regardless of the company, the industry, or the commission.
Josiah is a Christian, a loving husband, and a father to three sons.
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