Oasis Wealth Planning Advisors

Oasis Wealth Planning Advisors

At Oasis Wealth Planning Advisors, our mission is to act as objective consultants and provide solid advice and peace of mind for our clients. We are fee only, meaning we do not receive commissions or sell products. We offer our services to clients in Nashville, Brentwood, Franklin and beyond. Our team of expert advisors offer comprehensive financial planning services including retirement planning, income tax consulting, investment advice and management, estate planning, insurance, executive compensation and business succession planning. We take pride in our academic-based investment management that is tailored to each client’s individual goals.

Legacy & Wealth Financial Advisors

Financial planning, investment management, IRAs, 401Ks, mutual funds, annuities, life & health insurance. I can help answer your questions in a clear and honest fashion. My goal is to help reduce my clients' stress around these financial matters and move comfortably into the next phase of their lives. I use leading investment managers and insurance companies to help my clients with their goals. All customer accounts are held at a qualified financial company for your security. I focus on working with clients that have a net worth of $100K and up. 3rd party posts on this profile do not reflect the views of our firm and have not been reviewed for accuracy or completeness.3rd party reviews may not be representative of the experience of other customers and not indicative of future results.Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell any security.Legacy & Wealth Financial Advisors is registered as an investment advisor with t

King Wealth Planning

King Wealth Planning, Inc. is a financial planning firm that provides top-notch service and ethical performance, aiming to help individuals with their investments and financial decisions. Our staff is comprised of CERTIFIED FINANCIAL PLANNER™ Professionals who have passed the FINRA examinations for Series 7 and Series 66, as well as holding additional licenses and designations in specialized financial planning areas. We are registered with the State of California as a Registered Investment Advisor firm. Our team of experts is highly experienced and dedicated to providing high-quality services to our clients. We offer tailored investment advice and portfolio management, estate planning, retirement planning, insurance advice, and more. Our professionals place a great emphasis on maintaining high standards of ethical performance and superior customer service.

Buckingham Strategic Wealth

Buckingham Strategic Wealth is a wealth management firm located in Nashville, TN dedicated to helping individuals, families, and businesses reach their financial goals. Our team of fiduciary advisors are committed to providing comprehensive, evidence-based investment management and wealth planning services to make your dreams a reality. Our services include estate planning, retirement planning, tax planning, college savings planning, and more. We strive to create personalized solutions that are tax-efficient, cost-conscious, and informed by the latest research. Call us today to experience our investment company's professional and knowledgeable service.With our commitment to service and customer satisfaction, we strive to exceed expectations each and every time. Contact us today to find out how we can help.

Abundant Wealth planning

At Abundant Wealth Planning, we are committed to helping our clients achieve their financial objectives. We offer a wide range of products and services that can be tailored to fit the individual needs of each customer. Our team has a comprehensive knowledge of the financial industry and access to top-tier financial services companies, allowing us to provide our customers with the best options for their unique situation. We strive to provide sound financial advice and guidance to ensure our clients reach their goals. Our experienced advisors are available to answer any questions customers may have about our services or the products offered. We take pride in our commitment to providing excellent customer service and strive to exceed expectations with every interaction. With our dedication to high-quality service and our extensive knowledge of the industry, Abundant Wealth Planning is the perfect partner to help you navigate the complexities of finance and secure your financial future.

Market Street Wealth Management Advisors

Protecting and preserving your funds is essential. After all, they are earned through hard work and dedication, and form the basis for your future. That's why the experienced team of fee-only wealth management advisors at Market Street Wealth Management Advisors are here to help you with your long-term financial planning. We can provide assistance with savings planning, small business issues, mid-career planning, retirement savings and distributions, divorce planning, women’s financial planning, middle-income financial planning, cash flow, budgeting and credit issues, charitable giving planning, education planning, risk management, insurance planning, investment planning, and estate planning and tax strategies. Market Street will help you to gain financial stability and make the best decisions for your future. We will analyze your finances in detail and offer straightforward recommendations that will help build a strong financial foundation. So, whether you're saving up for a house or preparing for retirement, you can be sure that we have your back.

TIAA Financial Services

Our wealth management advisors in TIAA's Washington, DC office are available to help clients achieve their financial goals by planning for lifelong income, saving for retirement, and making smart investment decisions. Financial advisors are available by appointment to help provide lifelong financial well-being for our clients. Call today to schedule an appointment (800) 842-2008.

Infinity Strategic Group

Infinity Strategic Group (ISG) provides estate planning tools to help you live the life of your dreams. Our toolkits are designed to solve financial problems, such as building a nest egg, caring for an aging parent or protecting a life partner, spouse or child. We want to ensure that your money works hard for you, so we offer innovative financial solutions and respond promptly and professionally to your concerns. Our 360 approach to building and protecting your wealth is supported by our service guarantee. We design personal, cutting edge wealth plans, provide financial resources and offer innovative financial solutions. The founder and principal advisor of ISG is Abosede Odunsi. She has extensive experience in estate planning, having worked for private law firms in Chicago and as an assistant state's attorney. Abosede also volunteers on the executive board of Women's Perspective, a financial literacy organization, and chairs the scholarship committee of the Black Women Lawyers' Association of Greater Chicago, Inc.