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Serving Retirees

Learn How We Serve Retirees


Who is this for?


You've seen a lot, but life is still beginning in many ways. You are retired and you now realize you need a second opinion. Perhaps your current advisor may be limited to advising on solely investments rather than a more comprehensive approach or you feel that now is the time to rely on professionals as you no longer have the time, energy or desire to go it alone. You know there are still critical steps to make whether it is planning to minimize taxes or structuring your portfolio to generate reliable income.


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.

Case Study


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 


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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.

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Low-cost alternatives

With index-like investing, you receive efficient low-cost alternatives that attempts to keep costs low and minimize taxes.

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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.

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Evidence-based approach

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.

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Leverage technology

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.

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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.