Financial Solutions for Healthcare Professionals

Healthcare Heroes Deserve Financial Security. Let Oasis Wealth Be Your Partner.

Schedule a Free Consultation

We provide suitable and affordable financial solutions tailored for healthcare professionals.

Why Choose Oasis Wealth as Your Financial Partner?

Comprehensive Insurance Solutions

Protect your loved ones and your income with tailored insurance plans.

Financial Literacy Workshops

Empower yourself with the knowledge to make informed financial decisions through financial literacy workshops.

Personalized Investment Planning

Achieve your long-term goals, including a secure and comfortable retirement, with a customized investment strategy.

Long-Term Partnership

Build a lasting relationship with a financial advisor who understands your unique needs and guides you through every stage of your career.

Facing Financial Challenges? You’re Not Alone.

Working long hours?

Student loan debt?

Retirement concerns?

Critical Illness Insurance

Critical illness insurance is a powerful tool to replace your income if you become critically ill and the illness prevents you from earning income.

It will pay you a lump sum that you can use however you want, without any restriction.

Disability Insurance

Disability insurance is an income replacement plan to replace a percentage of your income if you become disabled. There are different types of disability insurance plans.

You can also use the money any how you want, without any restriction.

Life Insurance

Life insurance isn’t just a safety net. It’s a promise to your loved ones that they’ll be financially secure no matter what life throws your way.

Investments (Tax-Advantaged Investment Strategies)

Taxes and inflation are two key factors that can significantly impact investment returns. Tax-advantaged investment strategies offer a way to mitigate these effects.

Business Insurance

Business insurance is a crucial component of risk management. It safeguards your business from financial loss due to unforeseen events.

Tax-Efficient Retained Earnings Management

Managing retained earnings funds effectively is crucial for long-term growth and profitability. By implementing effective tax-efficient strategies, businesses can maximize the value of their retained earnings and support long-term growth while minimizing tax liabilities.

Insured Retirement Plan

An Insured Retirement Plan (IRP) is a retirement savings strategy that leverages cash-value life insurance. Unlike traditional retirement accounts, IRPs offer tax advantages and flexibility.

IRP is a suitable option for individuals seeking tax-efficient retirement savings, life insurance coverage, and estate planning benefits.

It offers tax-deferred growth of cash value and tax-free access to funds in retirement. It provides protection for loved ones in case of untimely death. It is flexible as it provides options for customizing the plan to meet individual needs. It has a potential for higher returns than some traditional investment options.

Corporate-Owned Life Insurance (COLI)

Corporate-Owned Life Insurance (COLI) is a life insurance policy purchased by a corporation on the life of one or more key employees. The company owns the policy and is the primary beneficiary.

COLI offers tax-deferred investment growth. The death benefit is generally tax-free to the corporation. It can be used as a supplemental executive compensation tool, providing additional benefits beyond traditional salary and bonuses. Also, by insuring key employees, companies can mitigate the financial impact of their loss. COLI also provides liquidity for the business, its owners, and their heirs.

Children Wealth Plan

Building a strong financial foundation for your child starts early. Combining a Registered Education Savings Plan (RESP) with cash-value insurance can be a powerful strategy to achieve this.

Insurance for Mortgage Protection

A combination of life insurance and critical illness insurance policies can be properly set up to serve as a robust and superior form of mortgage protection.

Take the next step towards a prosperous future.

Schedule a Free Consultation

Client Testimonials

★★★★★

Oasis Wealth provided me with peace of mind knowing my family is protected financially.

John Kemp

★★★★★

Exceptional service and expertise. Oasis Wealth truly cares about their clients’ well-being.

David Marchand

★★★★★

I highly recommend Oasis Wealth for their professionalism and commitment to excellence.

Lisa Carvalho

★★★★★

Oasis Wealth exceeded my expectations with their comprehensive financial solutions.

Emily Keaton

Our Simple Process

01

Discovery Meeting

We meet to understand your financial goals and needs.

02

Needs Analysis

We assess your current financial situation and risk tolerance.

03

Plan Recommendation

We create a personalized plan tailored to your goals.

04

Plan Discussion

We explain your options and answer your questions.

05

Plan Implementation

We help you put your plan into action.

06

Annual Review

We regularly reassess and adjust your plan as needed.

We Are Independent!

As an independent financial and insurance brokerage, Oasis Wealth isn’t tied to any one bank or insurance company. This freedom allows us to prioritize your needs above all else.

Unbiased Advice and Tailored Solutions

We safeguard your financial goals and priorities. We will choose from a wide range of products from top providers, ensuring we find the perfect fit for your needs, not just what a specific company offers.

Your Priorities Come First

We work for you, not the insurance companies. We are committed to provide objective recommendations based on your unique financial goals and circumstances.

Finding You the Best Value

Because we’re independent, we can shop around for you to get the most competitive rates and coverage options available in the market.

Top Partners & Product Providers

We have access to a wide range of products from top insurance and investment providers, ensuring we can find the perfect fit for your unique financial goals and circumstances.

Secure Your Future Today

Take the first step towards financial security – connect with our experts now

Get a FREE Quote