Oasis
A place of peace, safety, or happiness in the midst of trouble.
Fiduciaries & Fee Only
Acting in your best interest while never receiving commissions.
Retirement & Tax Focused
Focusing on near-retirees, retirees, and widows.
Expertise
Credentialed Advisors (CFP® practitioners, CPA, CFA, JD, MBA ) with
100+ Years of Experience
We help answer your pressing questions about retirement
Am I on track for a secure retirement?
Based on your detailed cash flow and net worth projections (aka "financial modeling"), we help answer your question "am I on the right track for retirement?" Proper detailed retirement analysis can help answer the following key questions for you:
- Am I saving enough for retirement?
- What are the trade-offs of different retirement dates?
- How do I properly balance living for today versus planning for tomorrow?
- How much can I confidently spend in retirement?
- How can I develop a financial roadmap for my future?
How do I create a reliable income stream in retirement that will last my lifetime?
You may no longer receive a paycheck yet you still have dreams and expenses. Yesterday's approach to retirement -- living off of dividends, interest and a pension -- is no longer a viable option for most retirees. Annuities are costly and inflexible. The traditional approach of managing a portfolio has disadvantages. Enter the matching approach. Let us show you how creating the Matching Bucket and the Growth Bucket can provide security, peace of mind, and long-term financial independence during good and bad markets.
What are top strategies to minimize income taxes?
A good advisor may help you save tens or hundreds of thousands of dollars leading up to and through retirement. You have come to the right place. Whether it is maximizing benefits at your workplace, implementing Roth conversions at key years around your retirement date, or developing a tax-effective withdrawal strategy, our tax-focused advisors lead by a CPA and tax lawyer seek ways to minimize taxes that are integrated with your overall financial plan.
How do I discover and define my purpose in retirement?
Let's face it, you are not retiring to "withdraw". Your retirement is your encore because you still have sweet music to play. Better health, increased longevity, and greater wealth can lead to the best stage of life yet. During this encore period of your life, what are you going to do with it? Our life-centered approach to financial planning is about way more than investments, tax-efficient withdrawal strategies, and budgets. Our life-centered planning approach is an on-going process of discovery and follow-through that helps you identify, plan for, and live your best life possible with the money you have.
What's the right mix of stocks and bonds?
As a near-retiree or retiree, your asset mix should be quite different than it was 10 years ago. You need income for the short and medium-term, yet you need growth to outpace inflation and meet your long-term needs. Crafting the right mix of stocks and bonds with a focus on tax-efficiency, lower-cost investments, and evidenced based investing can make all the difference in providing the financial independence you deserve.
Questions on Social Security, health insurance, estate planning, and more...
- When is the right time to take Social Security and my pension?
- How do I select the right health insurance?
- How do I leave a legacy to my loved ones with minimal tax?
Are you using your life to pursue money or your money to pursue a life?
– Steve Martin
Who We Serve
Near-Retirees
Whether you are two or ten years from retirement, you are focused on making critical decisions that will have a significant impact on your retirement years.
Retirees
You are retired, and you now realize you need a fiduciary retirement specialist to bring you peace of mind and security while crafting a reliable income stream.
Surviving Spouses
You are looking for a trusted advisor that listens to you and provides clarity on your
financial life.
Get Started
1. Introductory Conference Call
2. Get Acquainted Meeting
3. Start Planning and Investing
Helping you visualize, plan, and navigate
your unique retirement journey!
Services – Financial Planning, Tax
Planning, and Investment Management
Retirement Planning
Whether you are already retired or planning to retire, you want to know how long you can sustain your desired level of spending and what changes need to be made.
Income Tax Planning And Tax Preparation
Consulting to spot tax-minimization opportunities by reviewing your current situation and by preparing forward-looking cash flow and tax projections.
Investment Advisory
We review your current asset allocation and investment choices across all your investments and discuss any hidden fees that you may be paying. We provide full portfolio management services using the matched bucket approach with index-like investing.
Other Areas
Getting clarity on your estate planning documents and beneficiary designations, insurance strategies, charitable gifting, and college funding are just a few of the other issues that may be addressed.
Life-focused Planning
Planning is much more than just looking at numbers. Life-integrated planning involves exploring living an intentional life with the financial clutter in the rear-view mirror.
Serving Clients Across the U.S. — In Person and by Video
Headquartered in Nashville. Serving via hubs across the Southeast and beyond. Fiduciary guidance wherever you are.
Nashville Region
Nashville · Brentwood · Franklin · Murfreesboro
Where Oasis was founded — our deepest roots and longest client relationships.
Atlanta Region
Atlanta · Alpharetta · Sandy Springs · Roswell · Buckhead
Our Southeast hub, anchored in Alpharetta with advisors serving the greater Atlanta region.
Florida
Tampa · Orlando · Sarasota
Fiduciary retirement planning across the Sunshine State's fastest-growing corridors.
Carolinas
Charlotte, NC · Greenville, SC
Kentucky
Louisville · Lexington · Bowling Green
Alabama — Huntsville
Huntsville and surrounding communities
Pennsylvania
Philadelphia · Pittsburgh
As Featured In
