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
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
This worksheet can help you estimate the costs of a four-year college program.
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.
It's important to understand the pros and cons when considering a prepaid debit card.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Do you have causes that you want to support with donations? Here are three tips.
A special needs trust helps care for a special needs child when you’re gone.
Even low inflation rates can pose a threat to investment returns.
All about how missing the best market days (or the worst!) might affect your portfolio.