Oasis Wealth Planning Advisors

TAX-FOCUSED FINANCIAL PLANNING + INVESTMENT MANAGEMENT

SERVING MIDDLE TENNESSEE, ATLANTA AND FLORIDA

We aim to provide a peace of mind by addressing some or all of these issues in an integrated fashion, often acting as the Personal CFO for our clients. Oasis Wealth's clients receive a team of advisors, bringing deep expertise for our clients.

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We serve clients virtually and in select Southeast markets: Click Here for Nashville and Atlanta and Click Here for Tampa/Orlando

Am I on track for retirement?
What steps should I take to get on track for retirement (e.g., how much to save, what "buckets" to save to, change in asset allocation and investments, different retirement date)?
How do I minimize income taxes?
Is my spending level appropriate, and how do health care costs impact my plan?
What key tax and non-tax issues should I consider in creating my state plan with my attorney?
What should I be doing about my debt - pay off, restructure, refinance, use more leverage?
Do I have the right amount, type, and structure of my insurance based on my current situation?
How do I tie -- or integrate -- all of these issues together?
How do I stay accountable in getting all of these issues addressed and tasks accomplished?