Our Services

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

 

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

 

Financial Planning

  • Retirement Plans
  • Tax 
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Management
  • Money Purchasing Plans
  • Profit Sharing Plans

 

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance
  • Individual Health Insurance*
  • Group Health Insurance*

  *Health insurance products offered by unaffiliated insurers