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, CFP®, CPA/PFS
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?
Oasis Wealth Planning Advisors, LLC
Scott Winkler: 770-447-0059
Mailing address and by appointment
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
1230 Peachtree St NE Suite 1900
Atlanta, GA 30309