Quick Assessments

OASIS Financial is here to help guide you to a secure financial future.  With the assistance of our online Assessment links, you provide information at your leisure.  See how well your plans match your goals.

The Retirement Assessment, will help you see the best way to make your retirement plans a reality.  Making sure you have enough income and assets to live comfortably will let you retire from your job, not your way of life.  We can help you analyze more complex situations at your request.

The Major Purchase Assessment allows you to plan for an upcoming major purchase.  You can then see how well your savings plans meet the expected cost.

The Education Assessment will help you estimate each educational goal and the amount of savings needed.  You can then explore alternatives for both increased savings and lower cost options for education.