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Ocean

Available Services

Retirement Strategies

Discover tailored retirement strategies designed to secure your financial future. We'll help you navigate options like 401(k)s, IRAs, and pensions to ensure a comfortable retirement.

College/Headstart Plans

Invest in your child's education with customized college savings plans. Start early and watch their future unfold with confidence.

Wealth Protection/Income Strategies

Preserve your wealth and secure a reliable income stream. Our wealth protection strategies or ability to rollover old accounts like 401ks, ensure your financial well-being for years to come. 

Business Strategies

Our expert team can assist in optimizing your business's financial health. From tax-efficient structures to growth planning, we'll help you make informed decisions for your company's success.

Insurance Protections

Protect what matters most with our comprehensive insurance solutions. From life insurance to mortgage coverage, we've got you covered.

Debt/Tax Settlement Refferals

Referred to our trusted partner; you'll receive assistance in becoming debt free. Or you can be connected for help with IRS collections through client friendly processes. 

Military Transition Consults

Transitioning from the military? Our specialized consultant understands your unique needs. We'll guide you through financial planning to ease your transition to civilian life.

Long Term Care

Plan ahead for your long-term care needs. Our experts will help you create a strategy to ensure you receive the care you deserve without financial stress.

Estate Planning/Will Services

We are partnered with a national database of lawyers available for your estate planning needs. Connect with trusted and expert resources to help you plan at all levels; from basic to advanced planning, special needs family planning, and even international planning.

 

Our Process:

We believe that a comprehensive planning process is the key to achieving financial security. Once we've gained insight into your unique circumstances, we can craft a dynamic plan that addresses your immediate needs and long-term goals while adapting to changes in your personal and professional life. We're committed to being your partners every step of the way.

Contact

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