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Right amount of cash


Our experienced professionals have helped many people just like you pursue their financial objectives.

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In the right place


We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

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At the right time


Our team approach offers a range of services to provide more benefits to our clients.

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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.

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The Junk Drawer Approach to Investing

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Fallen Tree Damage—Who Pays?

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Investment Challenges of the Affluent Investor

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Immediate vs. Deferred Annuities

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Estimate how much you have the potential to earn during your working years.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Estimate how much of your Social Security benefit may be considered taxable.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

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