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If you own a company with one employee or one thousand employees, there are many benefits to providing a retirement savings plan. The Oasis Asset Management Group, Inc. has the expertise to help you determine which retirement plan is right for you. We can assist you with:
  • 401k

  • Profit Sharing Plan

  • Money Purchase plan

  • Defined Benefit Plan

  • SEP

  • Simple IRA
If you already have a retirement plan for your employees, you may want to review the plan to see if it can be improved or your costs reduced. Our strategic alliances allow us to have access to outstanding recordkeepers, TPA's, and other qualified plan specialists.

Through our affiliation with The Society for Financial Awareness, a non profit organization we provide financial education programs for companies who want their people to enjoy a more financially secure future.
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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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