Acting in your best interest with a servant mentality. We do not receive commissions of any kind; fee-only advisors.
A place of peace, safety, or happiness in the midst of trouble.
In-Person or Virtual with flexible hours. Avoid traffic. Save time.
50+ Years of Experience
CFP®, CPA, CFA, JD, MBA
Detailed Financial Modeling and Retirement Planning
Based on your detailed cash flow and net worth projections, am I on the right track for retirement? Am I saving enough, and do I have the right asset allocation? What is a comfortable spending amount if I retire in 5 years, or in 10 years?
What key tax strategies am I missing? What can I do to reduce my taxes? What "tax buckets" should I save to and what is the most tax-efficient withdrawal strategy in retirement? When is the right time to implement Roth conversions? How do I maximize my deductions in light of the change in tax laws?
Is low-cost, evidenced-based investing better than what I have? Learn why asset allocation matters, and learn why a fiduciary approach may be better than commissioned-based advisors that are incentivized to sell certain product.
Your goals drive the analysis and advice. Financial planning should be more than about numbers. It's your life.
Integration of a wide range issues
Who is coordinating all of my “moving pieces”? Do you have someone -- or, better yet -- a team that can advise you in a multi-disciplined manner?
Tailored Financial Roadmap
What do I need to do to get there? How does this "most recent event" in my life impact my plan, and how should I adjust?
Our Pathway Services are tailored for widows, bringing clarity and peace of mind.
Pre-Retirees and Retirees
We generally serve Gen X to Baby Boomers and beyond, commonly serving Medical Practitioners, Executives, Engineers, and Business Owners. If you have a planning issue that needs to be addressed and value what a professional can bring, we will gladly serve you.
Videos and Overview
Planning Is A Journey
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.
Meet With Mel and Steve
Engage in a dialogue where we listen and learn.
We also present our services to help you determine the next steps.
Virtual Meetings or In-Person
Start planning and investing
Get on the road to clarity and on the path to confidence.
Planning is a lifetime journey. It starts today.