Right amount of cash
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
In the right place
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
At the right time
Our team approach offers a range of services to provide more benefits to our clients.Learn More
Understanding Your Financial Decision-Making Process
Our clients are increasingly aware that they are facing a future with many financial uncertainties. Our clients include business owners who have successfully shouldered the burden of making payroll, and people approaching the milestone of financial independence who are uncertain of how to switch their portfolio from growth to income and are unsure if their assets will last longer than they do. Blue Ocean Partners helps our clients understand what their financial choices are in their journey through life. We guide them through a process to align their decisions with their goals and values.Contact Us
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Even low inflation rates over an extended period of time can impact your finances in retirement.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
There are things about Social Security that might surprise you.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
There are a few things to consider when buying or leasing your next vehicle.
Agent Jane Bond is on the case, cracking the code on bonds.
Here are five facts about Social Security that might surprise you.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.