Oasis Wealth Planning Advisors, LLC
Typical Clients: Near-Retirees, Retirees, and Widows.
Locations:
Southeast Locations: Nashville | Atlanta | Tampa & Orlando
Kentucky | Alabama | Carolinas
Pennsylvania Locations: Pittsburgh | Philadelphia
Nationwide Locations: By Video where licensed
What we do: Delivering tax-focused financial planning and investment management.
Oasis Wealth's clients benefit from a team of experienced, credentialed advisors (CFP® practitioners, 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?
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.