CONNECT

Address:

5885 Landerbrook Dr.
Suite 304
Mayfield Heights, OH 44124

Phone:

440.446.1000

Fax/Other:

440.446.0141

Business Planning Solutions

If you own a company with one employee or one thousand employees, there are many benefits to providing a retirement savings plan. The Oasis Asset Management Group, Inc. has the expertise to help you determine which retirement plan is right for you. We can assist you with:

  • 401k
  • Profit Sharing Plan
  • Money Purchase plan
  • Defined Benefit Plan
  • SEP
  • Simple IRA

If you already have a retirement plan for your employees, you may want to review the plan to see if it can be improved or your costs reduced. Our strategic alliances allow us to have access to outstanding recordkeepers, TPA's, and other qualified plan specialists.

Through our affiliation with The Society for Financial Awareness, a non profit organization we provide financial education programs for companies who want their people to enjoy a more financially secure future.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck