Welcome
Financial Planning is a life long process not an event. The Oasis Asset Management Group, Inc. has the professional expertise and resources to support our clients' efforts in achieving long term goals. We live in a world of complexity and change. Financial information is available to you from most anywhere. The challenge is to have the knowledge and the time to sort out this information in order to produce the result you want to achieve.

The Oasis Asset Management Group, Inc. offers our clients comprehensive financial planning, wealth management, and investment management services. Primarily our focus is to assist people plan and build wealth for retirement.

We have the expertise to help you formulate your financial goals and assist you to effectively reach those goals. We are committed to maintaining high ethical standards and keeping your interests first.
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  • Retirement Withdrawal Rates
    During your working years, you've probably set aside funds in retirement accounts such as IRAs, 401(k)s, and other workplace savings plans, as well as in taxable
  • When Your Child Asks for a Loan, Should You Say Yes?
    You raised them, helped get them through school, and now your children are on their own. Or are they? Even adult children sometimes need financial
  • How Does Your 529 Plan Stack Up Against the Competition?
    If you're one of the millions of parents or grandparents who've invested money in a 529 plan, now may be a good time to see how your plan
  • I owe a large amount of money to the IRS. Can I pay what I owe in installments?
    Unfortunately, not everyone gets a refund during tax season. If you are in the unenviable position of owing a large amount of money to the IRS, you
  • Will I have to pay a penalty tax if I don't have qualifying health insurance?
    It depends. One of the main objectives of the health-care reform law, the Patient Protection and Affordable Care Act (ACA), is to encourage uninsured
    
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5885 Landerbrook Dr. Suite 304 | Mayfield Heights, OH 44124 | (440) 446-1000

Disclaimer: The opinions expressed herein are those of the writer (Forefield Inc.) and may not reflect those of Wunderlich Securities, Inc. or any of its affiliates.  The information herein has been obtained from sources believed to be reliable, but we can not assure its accuracy or completeness.  Neither the information or any opinion expressed constitutes a solicitation for the purchase or sale of any security.  Any reference to past performance is not to be implied or construed as a guarantee of results.

The tax information provided is not intended to be a substitute for specific individualized tax planning advice. We suggest that you consult with a qualified tax advisor.

Securities offered by Wunderlich Securities, Inc. Member FINRA/SIPC