Our Services

At Blue Ocean Wealth Solutions, we provide expert assistance in the following areas:

Retirement & Estate Planning

  • Income Continuation
  • Estate Preservation
  • Individual Retirement Accounts
  • 410(k) and 403(b) Plans

Protection & Insurance

  • Life Insurance Options
  • Disability Income Insurance
  • Mortgage Protection
  • Long-Term Care Insurance
  • Health Insurance

Investment Management

  • Education Funding Strategies
  • Asset Allocation Strategies
  • Individual Stocks and Bonds
  • Mutual Funds/ETFs/REITs
  • Managed Accounts

Business Planning Strategies

  • Ownership Succession Strategies
  • Overhead Protection
  • Key-Person Insurance
  • Buy-Sell Agreement Funding
  • Full Range of Employee Benefits Programs