Atlanta Financial Advisors

Who We Serve: Near Retirees, Retirees, and Surviving Spouses

Why We Serve: To provide security and peace while helping you visualize and live out life's possibilities.

How We Deliver: Tax-Focused, Fiduciary Financial Planning and Portfolio Management

Where We Serve: By video or in-person. Throughout Atlanta, including Alpharetta (main location), Sandy Springs, Northwest Atlanta, Midtown.

Scott Winkler

Scott Winkler, CFP®, CPA/PFS

Mel Bond, Financial Advisor in Alpharetta, GA

Mel Bond, CFA, CFP®, CKA

Steve Martin, CFP®, CPA, JD

Fee-Only Financial Planning and Investment Management

If you are looking for tax-focused fiduciary financial advisor near Alpharetta and Atlanta, you have come to the right place.  Here are some common issues that we address for those planning for retirement:

  • Am I on track for retirement?  What can I comfortably spend in retirement?
  • What are top strategies to minimize income taxes leading up to and through retirement?
  • How do I create a reliable income stream in retirement?
  • What's the right distribution plan for retirement?
  • What's the right mix of stocks and bonds at my particular stage?
  • How do I discover and define my purpose in retirement?
  • When should I take Social Security? ...my pension?
  • I am now single?  Who can I trust to guide me to make some critical decisions?
  • What's the right kind of health insurance and how do I address these costs?
  • What's the best way to leave a legacy for my children and grandchildren?
  • How do my stock options fit into my overall plan?

 

Schedule your Introductory Call

 

Contact Information

Oasis Wealth Planning Advisors, LLC
Information: 470-428-7040
Scott Winkler: 770-447-0059

Mailing address and by appointment

Alpharetta/Roswell
4555 Mansell Rd Suite 300
Alpharetta, GA 30022

Additional Meeting Locations - by appointment

Sandy Springs/The Perimeter
The Queen Building
5 Concourse Pkwy Suite 3000
Atlanta, GA 30328

Northwest Atlanta/Cobb County
400 Galleria Parkway Suite 1500
Atlanta, GA 30339

Midtown Atlanta
1230 Peachtree St NE Suite 1900
Atlanta, GA 30309

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