Tax-Focused, Fee-Only Fiduciary Financial Planners
Advising Murfreesboro, TN
Independent Financial Advisors Serving Near-Retirees, Retirees, and Widows
With headquarters in Nashville, Oasis Wealth Planning Advisors serves clients in Murfreesboro, Tennessee and other cities throughout the Southeast to provide holistic financial planning, retirement planning, tax planning, and investment management to help clients plan for and navigate their unique retirement journey. Oasis Wealth serves near-retirees, retirees, and widows as an independent fiduciary advisor and is never paid a commission of any kind.
With over 60 years of collective experience in the financial planning arena, Mel Bond, CFP®, CFA, CKA, Steve Martin, CFP®, CPA, JD, LLM, and their team bring a vast amount experience and wisdom in serving those individuals and families that are nearing retirement or are already retired. You may need help answering some of these common questions:
- Am I on track for a secure retirement?
- How do I create a reliable income stream in retirement?
- What are some top strategies to minimize taxes leading up to and in retirement?
- How do I discover and define my purpose in these "encore years"?
- What is the right mix of stocks, bonds and cash?
- When is the right time to take my Social Security and pension?
- How do I select the right type of health insurance in retirement?
- How do I leave a legacy to my loved ones and perhaps charity?
Finding a local, fee-only financial advisor in Murfreesboro is not easy. With a population of over 340,000, Rutherford County deserves competent fiduciaries serving its residents. Mel and Steve are thrilled that they can be among the few advisors in the area that adhere to this approach. Together with the rest of the Oasis team, Mel and Steve bring holistic, tax-focused, fee-only financial planning and investment management services to their clients in Murfreesboro. (Steve is especially happy to serve Murfreesboro as his nephew will soon be attending Middle Tennessee State University.) We are accepting new clients in Murfreesboro and serve clients in Tullahoma and down to Chattanooga. With our Murfreesboro office and the ease of video technology, we can meet you in-person or by video.
Our Murfreesboro location is conveniently located in The Avenue mall office complex. If you are coming from I-65, take Maplegrove off of Medical Center Parkway. It's right past Culver's, but don't stop at Culver's before our meeting. It can wait.