Oasis Wealth Planning Advisors

HOLISTIC FINANCIAL PLANNING + INVESTMENT MANAGEMENT: MIDDLE TENNESSEE AND CENTRAL 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 two primary areas: Click Here for Nashville Region 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 kind of estate plan do I need for my situation to ensure my spouse, children and/or grandchildren are protected? What are the relevant tax and non-tax issues?
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?