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
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Good employee health can be great for the company’s bottom line.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Do you know how to set up your financial goals for success? This knight does.
$1 million in a diversified portfolio could help finance part of your retirement.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
When should you take your Social Security benefit?
Here’s a quick guide to checking to see if you have unclaimed money.