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Browse these financial services with great ratings from Thumbtack customers in Elkhart.
Tax preparation. Extremely knowledgeable on Tax Law and by far the best experience i have had. Excellent all around . Highly recommended. Truly Tax Experts here.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe that you will be better able to identify your goals and make sound decisions to help reach them by us providing sound financial information.
We are an independent estate planning firm specializing in most aspects of retirement planning. Our specialty areas include lifetime income planning, risk and investment/portfolio management, asset protection and catastrophic illness planning.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners.
Certified Financial Planner, Wealth Management, Estate Planning
Investments managed by OASIS Financial Solutions, Inc. follow an Asset Allocation Model approach that we call the Unconventional Success Model. What is Unconventional Success? It means that your investment portfolio will enjoy successful returns that beat the returns of most investors over longer time horizons. Most investors try to beat the averages – some invest aggressively and may earn large gains in the short term, yet studies show that these investors have poor, long-run records. It is exceedingly difficult to consistently beat the market. The Unconventional Success Model shows that earning average returns over time translates into superior returns compared to the vast majority of investors. Does this approach sound counter-intuitive? It is. That is why the approach is called “Unconventional Success”. You can be part of this “Success” by following our investment approach.
Our objective is to build strong customer relationships by educating and being a resource of information to our clients. We strive to address two thoughts we believe to be truths, namely that the general public has never had more financial needs and concerns than they do today, and that those needs are being poorly met.
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