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FINANCIAL PLANNING IS A LIFE LONG JOURNEY
The Oasis Asset Management Group, Inc. is a team of financial service professionals that serve individuals, families, and businesses in all aspects of financial planning and investing with a special emphasis on retirement planning. We help our clients protect, manage, and enhance wealth by offering comprehensive, well-coordinated and customized solutions for potentially reaching their goals.

While our firm is positioned as a boutique financial planning and investment firm, strategic alliances have allowed us to seamlessly access expertise of other specialists across a broad range of financial and legal services. In addition, our positioning allows us to act quickly and focus resources most effectively. The ability of our firm to offer personalized attention is truly what sets us apart.
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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

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This communication is strictly intended for individuals residing in the state(s) of AK, AZ, AR, CA, CO, CT, DE, FL, GA, IL, IN, KY, MD, MA, MI, MN, NV, NJ, NM, NY, NC, OH, PA, SC, TN, TX, UT, VA, WA and WV. No offers may be made or accepted from any resident outside the specific states referenced.
 


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