Oasis Wealth Planning Advisors, LLC
Focus: Near-Retirees, Retirees, and Widows.
Location: Headquartered in Nashville with meeting locations in Atlanta, Tampa, Orlando, Huntsville, and Indianapolis.
Delivering tax-focused financial planning and investment management.
Oasis Wealth's clients benefit from a team of experienced, credentialed advisors (CFP® practitioner, CPA, CFA, JD, MBA).
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Common issues addressed:
- Am I on track for retirement?
- How much should I save and what buckets should that go into?
- What is the best way to generate a reliable income stream in retirement?
- How do I minimize income taxes both before and after retirement?
- How do I plan for health care costs in retirement?
- When should I take Social Security and/or my pension in retirement?
- Should I pay off or restructure my debt?
- What's the right mix of stocks and bonds as I approach retirement?
- How do I determine my vision and ideal life in retirement?