Financial Planning Services/RIA
Financial Planning Services/RIA

 Why is Our Approach is better for your?

Often, our clients find that they have Saved Too Much!  They have even cut back on saving and have more to enjoy now. Find out whether your sacrifices now are truly needed. 

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Tax/CPA Services
Tax/CPA Services

Tax Preparation - Federal, State & Local Tax Returns, Electronic Filing of Tax Returns, Tax Planning, Tax Efficient Investing, Estate Returns - Assist Executors w/Final Tax Return for Deceased, Client Base Composed of Individuals & Small Businesses & Prepare Estate Return, and more...

 

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About
About

 Dan is a native of South Bend, IN who majored in Accounting at Notre Dame and also has an MBA from Indiana University with a concentration in finance. He is a CPA licensed in Indiana and also holds securities licenses. He is also an Adjunct faculty member at Holy Cross College.

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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, and 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 lawful. 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 manages approximately $10 Million of assets.