Lawrence Financial Planning, based in Tampa, Florida, has recently joined forces with Oasis Wealth Planning Advisors to form Lawrence-Oasis, a fee-only financial planning firm dedicated to providing tax-focused financial guidance to near-retirees, retirees, and surviving spouses. With a team of experienced advisors offering over 120 years of combined expertise, Lawrence-Oasis specializes in retirement planning, income tax minimization, and professional portfolio management.
As fiduciaries acting in the best interest of their clients, Lawrence-Oasis offers integrated advice on a range of financial matters, including retirement income strategies, investment selection, and legacy planning. Clients can expect straightforward solutions without sales pitches or commissions, with fees based on the complexity of their financial situation. Whether seeking ongoing wealth planning services or a one-time retirement readiness assessment, Lawrence-Oasis aims to deliver confidence for the future and help clients achieve their financial independence goals.
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