Tax-focused, fee-only holistic financial planning and investment management firm, serving near retirees, retirees and surviving spouses in the following areas:
- Tennessee (Nashville Hub),
- Florida (Tampa Hub, serving Sarasota and Orlando),
- Georgia (Atlanta Hub), and
- Beyond by video conferencing.
We are independent fiduciaries that bring the power of the team in passionately serving our clients.
Our goal is to form long-term relationships with our clients in order to create, implement and manage their financial plans on an on-going, proactive basis. Trust is the central element in the client/advisor relationship. Our clients can be certain that we have only their best interests in mind.
To help you reach your goals, our fee-only services may include, but are not limited to:
Retirement Planning
Tax Planning and Minimization
Investment Advice
Asset Allocation and Investment Implementation
Stock option review
Budgeting and Record Keeping
Goal Setting
Risk management/insurance review
College funding
Estate planning strategies
Lump sum distribution advice
Small Business 401(k)/Retirement Plan Services
General financial planning
Company Details
- Employees
- 9
- Address
- 600 12th Ave S #803, Nashville,tn 37203,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Fee-Only Financial Planning, Investment Management, Tax Planning, Estate Planning, Business Succession Planning, Planning for Executives, Planning for Doctors, Retirement Planning, Wealth Management, Risk Management, Retirement Plan Services.
- HQ
- Nashville, TN
Oasis Wealth Planning Advisors, Llc Questions
Oasis Wealth Planning Advisors, Llc's website is http://www.oasiswealthplanning.com
Oasis Wealth Planning Advisors, Llc's LinkedIn profile is https://www.linkedin.com/company/oasiswealth
Oasis Wealth Planning Advisors, Llc has
9 employees.
View email and phone details for 9
employees at Oasis Wealth Planning Advisors, Llc.
Oasis Wealth Planning Advisors, Llc's industry is
Financial Services
Oasis Wealth Planning Advisors, Llc's top competitors are
Fortress Wealth Planning,
Cartier Financial, Llc,
Oasis Wealth,
Continuum Planning Partners,
Carriage House Planning,
Merrill Lynch,
Adams Wealth Partners,
Lawrence Financial Planning, Llc,
Bernstein Private Wealth Management,
Heritage Wealth Planning.
Oasis Wealth Planning Advisors, Llc's categories are Financial Services
