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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  • Healthy Resolutions Can Pay Off (Literally)
    If you made a New Year's Resolution to get healthy, you may get more bang for your resolution buck than you bargained for. That's because healthy habits can benefit
  • No Matter What Your Age, Your Social Security Statement Matters
    Fifteen years ago, the Social Security Administration (SSA) launched the Social Security Statement, a tool to help Americans understand the features
  • All About IPOs
    Maybe you've heard someone talking about investing in "a hot new IPO" and wondered what all the fuss was about. Or maybe you've heard about a company "going
  • When do I need to submit college financial aid forms?
    It depends on the form you're filling out and whether your child is a new college student or a returning student.
  • Do you understand the definition of financial aid?
    The term "financial aid" goes hand in hand with paying for college. But it can mean different things to different people, and often the term is used in various ways,
    
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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