Learn How We Serve Retirees
Who is this for?
Areas addressed for the retiree
Developing peace of mind around retirement includes answering questions like:
- What is a reasonable spending level for me?
- How can I get steady income without some advisor selling me an annuity?
- Are there critical tax moves to make in my retirement?
- Is there someone I trust that can help my spouse with my finances if I am no longer am able?
- How do I navigate the increasing medical expenses.
- Is my estate plan up to date to account for potential incapacity?
We have extensive experience in working with retirees. If you are interested in clarifying your current situation, we’d love to meet you and lay out options and advice in line with your goals. Mel and Steve would welcome the opportunity to serve you on your continued journey.
MORE TO COME!
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What is the fee-only difference?
Rare breed. Did you know that it is estimated that of the financial advisors in the U.S., less than 2% are fee-only fiduciary advisors?
As fee-only fiduciaries, we are able to sit on the same side of thetable as our clients. With the fee-only approach provided by Oasis Wealth, you get the following:
- No commissions.
- Legal obligation to act in your best interest.
- Credentialed team of advisors.
- Holistic in scope.
- Objective, academic approach.
- No referral fees.
Our Principles of Investment Management
Act as a fiduciary
As fee-only fiduciary advisors, we have chosen to put our client’s interest first. It is more than a legal standard – it is how we think clients should be treated.
With index-like investing, you receive efficient low-cost alternatives that attempts to keep costs low and minimize taxes.
Goals-based Asset Allocation
Your investment portfolio should be integrated with your financial plan. Your investment portfolio is tied to a variety of your goals, including your cash flow needs in retirement.
You receive a globally diversified portfolio that tilts allocations towards favorable “factors” in the market. As we leverage Dimensional Fund Advisors and do not chase fads, you benefit from research that focuses on elements that are sensible, persistent, and robust.
You receive robust reporting and access to view your accounts and asset allocation from any device. Technology coupled with credentialed, experienced advisors leads to customized advice while maintaining low costs.
Education and Behavioral Coaching
We value our role as teacher so that you will have confidence in the long-term strategy. To avoid the mistakes that so many do-it-yourselfers make during market volatility, you receive coaching along the journey.