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?

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Advisors at this Office

Advisors at Other Firm Offices


This Office

7027 Old Madison Pike NW Ste 108 Huntsville, AL 35806-2369 Phone: (256) 617-5175

Primary Office

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

Other Offices

7027 Old Madison Pike NW Ste 108 Huntsville, AL 35806-2369 Phone: (256) 617-5175
450 E 96th St #500 Indianapolis, IN 46240 Phone: (615) 881-3954
8565 W. Linebaugh Ave Tampa, FL 33625-3731 Phone: (813) 961-4930 Fax: (813) 961-4930
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., Suite 600 Franklin, TN 37067-2702 Phone: (615) 881-3954