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?

Our investment management approach is evidence-based with a focus on  sound diversification.

 

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Advisors at this Office

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This Office

400 Galleria Pkwy SE Ste 1500 Atlanta, GA 30339-5953 Phone: (470) 428-7040

Primary Office

600 12th Ave S Apt 803 Nashville, TN 37203-6642 Phone: (615) 881-3954

Other Offices

941 W Morse Blvd Ste 100 Winter Park, FL 32789-3781 Phone: (407) 434-9698
2202 N West Shore Blvd Ste 200 Tampa, FL 33607-5749 Phone: (813) 540-0978
400 Galleria Pkwy SE Ste 1500 Atlanta, GA 30339-5953 Phone: (470) 428-7040
725 Cool Springs Blvd # 600 Franklin, TN 37067-2702 Phone: (615) 881-3954