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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 (Through Life and Disability Income Insurance)
  • 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

Employee Group Benefits

Medical, Dental, Vision. Group Life and Disability. PEO, HRA, HSA

We provide you with guidance in implementing cost effective, appropriate solutions for your business, designed to attract and retain your valued employees. Defined contribution models suggested to provide choice for your employees and to control costs for your business.  We keep you up to date with the current trends, requirements and opportunities to best meet the needs of your business.

We enroll, service and educate your employees to get the most from your benefits package.

Contact:  Stewart Small, Group Benefits Specialist

Direct: 516-647-5496   Office: 516-873-4530