Oasis Consulting & Financial Services

(678) 664-4855

We are a financial consulting for insurance not related to law or lending money



Financial Consulting & Wealth Advisors

Our Financial Consultants and Wealth Advisors will help you improve your financial knowledge and skills through educational classes and workshops. We also help you identify your personal goals and develop a plan to achieve them.

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Life Insurance

Life insurance can be confusing, especially if you’re new to the process. At Oasis Consulting & Financial Services, we help you understand the basics of life insurance and how it can help you protect your life, your family, and your future. 

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Business Insurance

Oasis Consulting & Financial Services has a plan that is comprehensive in nature. It can protect your business and serve as a guide. Whether you are just starting your business or have been in business for over 50 years, the plan we offer will always help you no matter what stage your business is in.

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Income Protection

Oasis Consulting & Financial Services has a team of financial advisors and consultants that are dedicated to providing our clients with access to the best income protection policies in the United States. Unlike other providers, we do not give our clients access to empty words, but instead give them access to quality insurance policies that can give them the peace of mind knowing that they can still provide for their loved ones.

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When you have a serious illness or injury, your world changes. Critical illness coverage helps you adapt to life’s challenges with peace of mind.  Critical illness insurance is a great way to help you prepare for the financial burden from a serious illness or injury if it occurs.

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Retirement Planning​

One of the most common problems many people face in retirement is running out of money too soon. This means you will not be living the same lifestyle as you did earlier in your retirement, but one you can afford because you didn’t save enough. Our planning helps you save more money for retirement so your savings will last longer and help you live the life you want in retirement.

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We specialize in all types of annuity products including fixed annuities, variable annuities, deferred income annuities, immediate income annuities and more. Our goal is to provide our clients with the most profitable plan to secure their financial future.

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Long Term Care Insurance

Owning Long Term Care Insurance is one of the best ways to safeguard your future and ensure that you’re able to live comfortably during your retirement years if you should ever need care. Getting started is simple. Your consultation includes an analysis of your current situation and a review of today’s Long Term Care options. From there, we will determine if Long Term Care Insurance is right for you.

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Estate Planning

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.

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Mortgage Protection

We can help you protect your family from the financial burden of unexpected events that may affect them. You may be eligible for mortgage or loan protection insurance and we can help you find the best option for your insurance needs and budget.

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Medicare Supplement

Don’t know where to start your quest for Medicare supplements? Let our experienced staff of licensed experts guide you with the right questions and solutions that fit your specific needs.

We are dedicated to ensuring your success.  We have access to many licensed professionals in the Medicare arena who specialize in the various issues associated with Medicare plans.

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