OASIS Financial Solutions, Inc.
Providing Financial Planning, Tax and Investment Services
At OASIS, we offer a common sense approach to finances using new, sophisticated planning software. OASIS Financial This sole proprietorship accounting firm operated by Dan Osberger, CPA, was founded in 2003. OASIS Financial provides the following services: Tax Planning Tax Preparation Financial Consulting Budgeting Accounting Services Target client groups include individuals, their families, and closely-held businesses. Our goal is to help clients pay as little income tax as is allowed by law. We take the time to understand your priorities, to ensure that your investments are tax efficient, and in-line with your long term goals. OASIS Financial Solutions, Inc. This firm is a state registered investment advisory firm (RIA). Dan is the registered representative for the firm and holds the necessary securities licensing. As an RIA, OASIS provides you with fee-based investment management and financial planning services. Client financial plans are performed on a by-project arrangement. Presently, we manage approximately $10 million of assets. Let us help you with: Financial Planning Investment Strategies Estate Planning Retirement College Savings
Address: 17903 S.R. 23, South Bend, IN 46635, USA
Phone: +1 574 246 1165
FAX:
