Integrated Financial Solutions: From Strategy through Implementation
Retirement. Clarity around retirement to determine how much to save, when to retire and how to structure tax-efficient withdrawals while in retirement
Investment Management. Guidance that aligns with your goals with an evidence-based approach to manage risks like market volatility and taxes
Income Tax Planning. Consulting to spot tax-minimization opportunities by reviewing your current situation and by preparing forward-looking cash flow and tax projections
Estate and Trust Planning. Confidence delivered by building and implementing long-term estate solutions that define outcomes, manage taxes and empower the next generation
Executive Compensation and Business Services. Direction around business transitions and executive compensation programs that deliver the strategic guidance needed to act
Other Financial Goals. Advice for a wide range of financial goals like education, charitable giving, debt and insurance that are combined and integrated into a holistic plan
Retirement Plan Services for Small Businesses and Plan Sponsors
Fiduciary Guidance and Independent Advice. We serve as an ERISA 3(38) or ERISA 3(21) fiduciary, allowing Plan Sponsors to transfer a large portion of the fiduciary liability of a retirement plan to our firm. We are independent from banks or insurance companies, allowing us to provide unbiased advice without the traditional higher costs that often accompany such providers.
Provider Search and Investment Advice. We provide vendor analysis and benchmarking, helping you save time and to make informed decisions to deliver cost-effective solutions for the plan participants. As a fiduciary provider, we work with Plan Sponsors to select and monitor investment options that are suitable to help participants meet their retirement goals.
Employee Education and Empowerment. We go beyond providing mere enrollment services by delivering relevant financial planning education to employees, empowering them to make sound financial decisions and assisting to reduce financial anxiety in the workplace.
Is life too busy or do you find your financial affairs overly complicated? This short video explains how you can get control and get back on track.
This video series captures stories on Dimensional’s origins, philosophy, and investment approach. Oasis builds upon Dimensional's resources and approach.
This video discusses the origins of Dimensional and its academic roots. Similarly, Oasis Wealth trusts in the academics rather than chasing fads.
Client's interests first
Fee-Only and fiduciary
Because we are a fee-only financial planning and wealth management firm that works as a fiduciary, our client's interest is at the core of what we do. We do not sell product or receive commissions, allowing us to provide unbiased, objective advice. We believe that your success and our success will be measured in our continuing commitment to character.
Making sure the pieces fit together
Oasis consults on a wide variety of inter-connected financial planning areas that impact you. We advise on retirement planning, income taxes, asset allocation and investment management, estate planning, insurance, executive compensation, and business succession planning. We strive to provide you with a peace of mind by getting you on the right track.
Expertise and resources
Delivering sound analysis
Oasis has the training and experience in multiple disciplines (law, accounting, finance, tax) to deliver sound analysis and tailored advice you need in an increasingly complicated and busy world. Mel and Steve have over 50 years of wealth management experience.