Steve Martin

Role: Wealth Planning Advisor, Managing Partner at Oasis Wealth Planning Advisors, Llc
Location: Nashville, TN, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Steve Martin

Steve Martin is a Nashville, Tampa, and Atlanta, GA Fee-Only financial planner. Oasis…

Experience

Wealth Planning Advisor, Managing Partner
Oasis Wealth Planning Advisors, Llc
Jan 2016 — Present

Contact information

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Work email
•••••@oasiswealthplanning.com
Personal email
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Current company

Oasis Wealth Planning Advisors, Llc

Financial Services · 12 employees · Nashville, Tennessee, United States

Tax-focused, fee-only holistic financial planning and investment management firm, serving near retirees, retirees and surviving spouses in the following areas- Tennessee (Nashville Hub)- Florida (Tampa Hub, serving Sarasota and Orlando)- Georgia (Atlanta Hub), and - Beyond by video conferencing. We are independent fiduciaries that bring the power of the team in passionately serving our clients. Our goal is to form long-term relationships with our clients in order to create, implement and manage their financial plans on an on-going, proactive basis. Trust is the central element in the client/advisor relationship. Our clients can be certain that we have only their best interests in mind. To help you reach your goals, our fee-only services may include, but are not limited to: Retirement Planning Tax Planning and Minimization Investment Advice Asset Allocation and Investment Implementation Stock option review Budgeting and Record Keeping Goal Setting Risk management/insurance review College funding Estate planning strategies Lump sum distribution advice Small Business 401(k)/Retirement Plan Services General financial planning

oasiswealthplanning.com

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About Steve Martin

Experience

Wealth Planning Advisor, Managing Partner

Find verified contacts for anyone on LinkedIn