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
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
For homeowners who think their property taxes are too high, there are ways to appeal.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Learn a little about worldwide currency in this fun infographic
It's important to make sure your retirement strategy anticipates health-care expenses.
There are common mistakes you can avoid when saving for retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The market is as unpredictable as the weather. We’d love to help you prepare.
How will you weather the ups and downs of the business cycle?
What does your home really cost?
Around the country, attitudes about retirement are shifting.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The decision whether to buy or rent a home may have long-term implications.