The #1 cause of stress and anxiety in life is related to personal finances. No matter what stage of your financial journey you are in, make today the day you take the first step in alleviating that stress! Schedule a Complementary Consultation now. Learn how to create financial peace and discover how having more options in your life empowers you to be fulfilled in all that you do.
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Utilizing Steve's Certified Financial Planner, we act as objective consultants to provide you solid advice and peace of mind. We are fee only -- we do not get commissions or sell product that is prevalent in the financial services industry. We genuinely like what we do and are serious about serving clients that deserve someone that has their best interest at heart. Serving clients in Nashville, Brentwood, Franklin and beyond, Oasis consults on a wide variety of inter-connected financial planning areas that impact you and provide actionable steps that you can have confidence in. In addition to comprehensive planning, Oasis provides academic-based investment management that is tied to each client's goals. We advise on retirement planning (detailed cash flow and net worth projections), income tax consulting and tax preparation, investment advice and investment management, estate planning (tax and non-tax), insurance, executive compensation, and business succession planning. Virtual pl
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During these uncertain times, we're here for you - ready to listen, support and navigate this together. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
