Why Oasis/A.I.?

Delivering Security & Self Reliance

The genesis of Oasis/A.I. Products stem from over 25-years assisting affluent families navigate the complexities of private assets management and accurate record history.

Serving as the active portfolio manager for affluent families we routinely assisted clients with preparing registration documents for financing, taxes and legacy planning for various institutions and advisers, including banks, CPAs, lawyers, private placements and insurance companies.

It wasn’t until I became responsible for my own parent’s affairs, did I fully grasp the gravity and responsibility to assemble all their personal information to be readily available for handling healthcare, banking, bill paying, financial asset administration, investments, retirement distributions, mortgages, legacy and funeral planning.

It’s no secret, the more you accumulate the more you must account for critical data, as well as the periodic changes to that occur in that data set. What we discovered was a need to immediately produce critical information in times of personal emergencies. We only need to look to those unfortunate families of the L.A. & Maui Fires, or those of Western North Carolina who lost everything in a flash from Hurricane Helene. With this in mind, we designed the Personal Data Registry (PDR), a fully secured, easy to access digital Master File that offers the most comprehensive, highly secured, personal data collection product in the market. We gather over 350 personal data points, and include sections for PDF documents such as Trusts, Wills, Medical Power of Attorney, DNR Statements, detailed funeral arrangements, legacy instructions and most importantly emergency plan directives. Your PDR also includes space for personal correspondence, videos and much more.

Selecting a PDR Product is made simple.

- - Identify which of (3) Personal Data Registry Products fit your current situation (PDR Basic – PDR Secure – PDR Complete).
  - Determine how you wisht to store your data. (DIY with PDR Basic – Encrypted USB Drive with PDR Secure & PDR Complete).
  - Message us to arrange a video conference or direct 2 on1 meeting. PDR Complete clients are provided:
    - - Up to 6 hours of personal data assembly appointments. We work on-sight with you to collect, transcribe and secure your data.
      - We assist you in completing your PDR Questionnaire onto (2) KINGSTON Iron Key 200 Encrypted USB Dives. (one for back-up)
      - We produce a multipage PDR Summary Report that consolidates your PDR Questionnaire Data into (1) easy to read manual & Instruction booklet.

[Important Note: Oasis/A.I. does not store or record your personal data information. There is never any access to your data while we populate your secured drives.]

We invite you to request a demo of our PDR Complete. It’s time to safeguard the good life that you’ve spent so many years assembling.

Call or message us today at: 1-888-321-0775 or info@oasisai.pro

Our Core Value

It may be difficult in today's "A.I." environment to appreciate not everything can be solved by technology alone. As we are learning, "creativity" is the missing puzzle piece of early artificial intelligence.

While we fully appreciate the advantages of Large Language Model (LLM) technology, which greatly enhances our research and planning, we contend that you must first understand the problem before A.I. can assist with providing solutions to the question(s).

Empirical Experience & Creativity are Oasis/A.I.'s Core Assets. We rely on our 25+ years-experience assisting affluent families to identify problems and unrealized mistakes that affect data security, wealth preservation and legacy planning. We then harness the power of technology to help design tailored solutions.

There are no "cookie-cutter" strategies for personal data security, as no two family's objectives & circumstances are the same.

Let's meet to discover your current concerns and uncertainties!

Oasis/A.I. - Smarter Financial Decisions Start Here - Where Experience Meets A.I.

Our Mission

Deliver Security & Peace of Mind.

What Oasis/A.I. Clients Say...

...I was thrilled to find the P.D.R. File System... ...It was the perfect platform to consolidate all financial, health, funeral and legacy plans for me and my wife...

...now we can both rest assured our sons will have the information necessary to carry-out our decisions without any difficulties ...

Ralph S. - Wilmington NC

...Oasis/A.I. services are very insightful in that they meet many of the concerns and needs many of us have...

David P. - Washington DC Tweet

...I wish I would have found the P.D.R. File System weeks ago... ...It took me we to assemble and record much of the information included in the P.D.R. File, plus my information is not encrypted for security... ...I did note the final instruction section allowed me to pre-plan oru funeral arrangements...

Joe D. - Wilmington NC

RE: Oasis/A.I. Asset Analytic Service ...I didn't know my investment portfolio had so much repetition... ...the 10 growth funds each owned the same top 6 index stocks... ...That doesn't sound like proper diversification to me...

Charles R. Topsail NC