Oasis Consulting & Financial Services
Estate Planning
We are here to help you plan for your future.
Estate planning is the process of planning for the distribution of your assets after your death. We are here to help you plan for the future.
Estate planning often comes with a lot of stress and decision making, especially if there are many accounts to be left behind. However, with Oasis’s help we will ensure that you are confident with your decisions, which will reduce the stress, making it easier for you and your loved ones.
We Make Planning Easy!
Our team of experienced Estate Planning professionals will meet your needs and exceed your expectations.
Most people focus on saving for retirement while they are working. However, many people are not focusing on the “retirement after retirement.” Whether you are 10 or 40 years away from retirement, it is important to engage in estate planning to ensure that your assets are managed effectively and managed for tax efficiency.
Most people focus on saving for retirement while they are working. However, many people are not focusing on the “retirement after retirement.” Whether you are 10 or 40 years away from retirement, it is important to engage in estate planning to ensure that your assets are managed effectively and managed for tax efficiency.
One-on-One Attention.
Unlike the large Estate Planning companies that treat you as a number, we focus on you as a person. We put a face on your planning.
Here’s a glimpse of how we do it.
Our signature process creates a unique, holistic plan that takes into account your financial situation, your values, and your long-term goals.