At OASIS, we think it is more important for client financial plans to focus on your consumption, not your income. We are independent, therefore not tied to any set of product offerings.
OASIS Financial Solutions can handle all of your tax and investment needs. OASIS provides you with fee-based investment management and financial planning services. Presently, we manage approximately $10 million of assets. We also provide a full range of tax planning and preparation services.
Our clients include individuals, their families, and closely-held businesses, and we strive to help clients pay as little income tax as is allowed by law. We take the time to understand your priorities, to ensure that your investments are tax efficient, and in-line with your long term goals.
OASIS Financial provides the following services:
Tax Planning
Tax Preparation
Financial Consulting
Budgeting
Accounting Services
Financial Planning
Investment Strategies
Estate Planning
Retirement
College Savings
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