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
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
A quick look at how federal income taxes work.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Term insurance is the simplest form of life insurance. Here's how it works.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
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.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Do you know these three personal finance sayings?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Even low inflation rates can pose a threat to investment returns.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.