Oasis is growing! Scott Winkler, CFP®, CPA/PFS, joins Oasis Wealth Planning Advisors. We are thrilled to have him and his expertise as part of the team. We not only gain Scott’s wisdom, but we continue to grow our ability to serve the Atlanta area while still serving our main hub in Nashville!

Oasis Wealth Planning Advisors is thrilled to be able to offer fiduciary fee-only financial planning services to Alabama residents. The firm currently has clients in several states throughout the Southeast including Tennessee, Georgia, and Florida, but recently was given the green light to service clients in Alabama. The firm indicates that it primarily serves near-retirees, retirees, and widows.

Expertise.com lists top financial advisors in Nashville based on select criteria. Oasis Wealth Planning Advisors was thrilled to be ranked among the top financial advisors in the Nashville, Tennessee area.

In the article "401k Rollovers: To Roth or Not to Roth – 7 Fiduciary Questions" appearing in Fiduciary News, Steve Martin, JD, CPA, CFP®, provided insight on the pros and cons of converting 401k to the Roth IRA. Steve explains how a tax bomb may be waiting for those individuals that have relatively higher amounts in Traditional IRAs in their later retirement years due to the Required Minimum Distributions.

Oasis Wealth's Founder and Wealth Advisor, Steve Martin, provided his wisdom in an article in the National Federation of Independent Businesses site that dealt with working with business owners planning for retirement. In this Karen Sams April, 2017 article titled "Retirement Planning Musts for Small Business Owners" in the NFIB, Steve stresses the importance of tying the analysis of the business income and the business sale with the personal retirement analysis. Steve stressed that the "analysis should include cash flow and net worth projections, estimated living expenses, income taxes incurred upon the sale of the business and throughout retirement, and major purchases in retirement."