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
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The item most homeowners forget on their home improvement project checklist is insurance.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
For homeowners who think their property taxes are too high, there are ways to appeal.
In the face of divorce, making changes to insurance coverage may be overlooked.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your capital gains tax.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Learn how to harness the power of compound interest for your investments.
All about how missing the best market days (or the worst!) might affect your portfolio.
Do you know these three personal finance sayings?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Why are 401(k) plans, annuities, and IRAs so popular?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.