Clarity for Today.
Confidence for Tomorrow.
We are Tax-Focused, Fee-Only Financial Planners, Serving Near-Retirees, Retirees, and Widows.
Oasis Wealth Planning's Primary Benefits
- Peace of Mind. Get clarity on where you stand and a roadmap for the future.
- Security. Obtain actionable advice from an experienced team of fiduciary advisors.
- Freedom. Learn what is possible.
Serving:
Atlanta | Alpharetta | Galleria | Sandy Springs
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Welcome to Oasis Wealth Planning Advisors
Our principal advisors’ experience in wealth management dates back to the late 80s. Our firm heritage dates to 2007 when Scott Winkler founded Winkler Financial Planning. The tradition of excellence continues with an expanded team and more resources.
Oasis
A place of peace, safety, or happiness in the midst of concern.
Fiduciaries
Our values and our legal requirement dictates we work in your best interest while never receiving a commission.
Retirement & Tax Focused
Focusing on near-retirees, retirees and widows with CPA-driven tax planning.
Expertise
Credentialed advisory team with over 100 years of collective experience.
Common Questions Addressed
- Am I on track for a secure retirement?
- How do I create a reliable income stream in retirement that will last my lifetime?
- How do I minimize income taxes?
- How do I discover and define my purpose in retirement?
- What's the right mix of stocks and bonds?
- When should I take Social Security?
- How do I select the right health insurance?
- How do I leave a legacy to my loved ones with minimal tax?
- Am I maximizing my workplace benefits?
- What is the optimal way to exercise my stock options?
- Can I afford to ….?
Are you using your life to pursue money or your money to pursue a life?
Who We Serve
Near-Retirees
Retirees
Widows
Business Owners
Areas of Expertise
Retirement Planning
Tax Minimization Planning
Investment Managemnt
Life Focused Planning
Holistic Financial Planning
Oasis Wealth Featured In
Seeking confidence and peace for your retirement journey?
Schedule an introductory call to speak to an advisor today.