Oasis Wealth Planning Advisors, LLC

Oasis wealth planning advisors, llc email format

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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
Website
http://www.oasiswealthplanning.com
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
Competitors
Carriage House Planning, Heritage Wealth Planning, Lawrence Financial Planning, LLC, Bernstein Private Wealth Management, Continuum Planning Partners, CARTIER FINANCIAL, LLC, Adams Wealth Partners, Fortress Wealth Planning, Oasis Wealth, Merrill Lynch.
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