From Risk to Resilience. From Ideas to Impact.
Ascend Oasis Group
Strategic Financial & Business Solutions Designed to Elevate Your Journey.
Simplifying Financial Futures
At Ascend Oasis Group, we help individuals, families, and business owners move from uncertainty to clarity by bridging the gap between risk, protection, and long-term strategy. We serve as your trusted financial liaison, delivering insight-driven solutions across insurance, estate planning, consulting, and more. Our personalized approach ensures that each client receives tailored guidance, empowering them to make informed decisions that safeguard their financial future and promote lasting prosperity. With a focus on risk mitigation and wealth protection, we strive to create a secure foundation for our clients to build upon, ensuring their financial well-being for generations to come.
Empowering Financial Journeys
Our Services
At Ascend Oasis Group, we offer concierge-style consulting and broker services tailored to simplify and elevate your financial life. From life insurance and retirement planning to business formation, estate strategy, healthcare advisory, and debt elimination, we assess your full financial picture using our proprietary RALAF system and connect you with a network of vetted professionals. We don’t just advise—we manage, coordinate, and complete your financial projects with integrity, clarity, and care. Whether you’re an individual seeking protection or a business owner building a legacy, we’re your trusted liaison from start to finish.
Insurance & Risk Mitigation
Life, Health, Final Expense, Living Benefits, Disability & more.
Business & Financial Consulting
Structuring and Business Formation, Strategic Planning, Asset Protection, and Business Credit.
Estate & Legacy Planning
Trusts, Wills, Probate Navigation, Tax Filings, and Family Dynamics.
Special Projects & Custom Solutions
Custom consulting, private client services, and multi-phase implementation projects.
Testimonials
Discover what our clients have to say about their experience with Ascend Oasis Group in our Testimonials section.
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Guiding You Towards Financial Success
What Sets Us Apart
Our hands-on approach, all-in-one financial concierge service, the RALAF system, vetted network of professionals, project-based solutions, accessibility to individuals and businesses, and focus on risk mitigation and wealth protection set us apart. Our commitment to personalized service ensures that each client receives the attention and care they deserve, guiding them towards financial success with confidence. By combining expertise with empathy, we create a supportive environment where clients can navigate complex financial decisions with ease and clarity.
Broker-Consultant Hybrid Model
Providing consulting and referrals for comprehensive financial solutions.
All-in-One Financial Concierge Service
Coordinating all financial services under one roof.
The Risk Asset Liability Assessment Form
Delivering comprehensive financial health snapshots for personalized action plans.
Let’s Connect
We invite you to reach out to Ascend Oasis Group for personalized financial solutions that protect assets, reduce risk, and promote generational wealth.
Phone: 321-220-7920
Email: clientservices@ascendoasisgroup.com
Business Hours: M-F 9 AM – 5 PM EST | Closed on Federal Holidays