Broker Check

Blue Ocean Services

  • Comprehensive Financial Planning
  • Retirement Planning
  • Proprietary Income-Generating Strategies
  • Insurance & Annuities
  • Professionally Managed Investments
  • Donor-advised Funds
  • Business Succession Planning
  • Buy-Sell Agreements
  • Funding Buy-Sell Agreements
  • ESOP
  • Estate Planning & Advanced Underwriting Strategies
  • Corporate Retirement Plans