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
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Don't let procrastination keep you from pursuing your financial dreams and goals.
Technology tips to make your next trip even better.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
What kind of auto insurance should you have? Do you know?
Even low inflation rates over an extended period of time can impact your finances in retirement.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How do the markets usually react to elections? Was the 2016 election any different?
Around the country, attitudes about retirement are shifting.
How does your ideal retirement differ from reality, and what can we do to better align the two?
That big list of dreams and goals isn't the only way to look at your bucket list.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Pundits say a lot of things about the markets. Let's see if you can keep up.