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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  • Financial Mistakes People Make at Different Ages
    There's a saying that with age comes wisdom, but this may not always be true in the financial world. As people move through different life stages, there are new
  • Five Ways to Manage Risk in Your Retirement Savings Plan
    Your employer-sponsored retirement savings plan is a convenient way to help you accumulate money for retirement. Using payroll deductions, you invest
  • The Cost of Credit
    Sometimes you need to borrow money, especially to pay for a large purchase such as a home or a car. It's easy to focus on your monthly loan payment, but to appreciate
  • What return are you really earning on your money?
    If you're like most people, you probably want to know what return you might expect before you invest. But to translate a given rate of return into actual income or
  • What is asset allocation?
    Each type of investment has specific strengths and weaknesses that enable it to play a specific role in your overall investing strategy. Some investments may offer
    
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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