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Where your unique ambitions, life vision, and enduring legacy shape the foundation of your personalized financial plan and investment strategy.

The expertise of a dedicated financial professional to meet the requirements of your situation.

Ocean Financial Advisors elevate your financial plan to the next level. We’ll explain the intricacies of an effective strategy and help pave the way for your financial success.

We prioritize your needs and aspirations and every recommendation, every action is with your goals top of mind. We listen, understand and focus on what matters most to you. Then we recommend investment options to reach your goals and adjust as life evolves, the markets vary and opportunities arise.

Integrate your goals into your financial plan.

Our Financial Consultants provide customized recommendations and guidance by curating a financial journey that is centered on your current wealth position and future aspirations.

Integrate your goals into your financial plan.

Our Financial Advisors provide customized recommendations and guidance by curating a financial journey that is centered on your current wealth position and future aspirations.

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Estate Planning.

Wealth transfer to your beneficiaries for maximum benefit by optimizing efficiencies.

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Investment Income.

Investment strategies that generate ongoing income.

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Retirement Liquidity.

Strategize and provision your retirement plan for post-retirement spending to maintain your lifestyle.

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Model Portfolios.

We understand that every investor has unique preferences, risk tolerance and goals guiding their financial choices.

With model portfolios, you gain access to a pre-constructed investment strategy, crafted by experts to align with specific risk and return profiles. This approach offers consistency, regular rebalancing and the peace of mind knowing that each portfolio is backed by thorough research and expertise to ensure you have a structured yet flexible path to reach your goals.

Whether you’re drawn to the expert-driven decision-making of our Discretionary Accounts, the collaborative approach of our Non-discretionary Advisory Accounts or the streamlined efficiency of our Model Portfolios, we begin our discovery in the same way. We delve into your current financial holdings, investment objectives, risk appetite, liquidity requirements and time horizon.

Ocean Financial Advisors, LLC (OFA) is registered as an Investment Advisor with the State of Florida. OFA does not have any material conflict of interest relating to the advice or services it provides. For more information on OFA, its business practices, background, conflicts of interests, fees charged, and other relevant information, please visit the SEC’s public investor information site: https://www.investor.gov/. Also, you may visit: https://adviserinfo.sec.gov/firm/summary/291950. Expand disclosures

Financial Advisors representing OFA or the registration as an investment adviser do not imply that OFA, or any of its principals or employees, possess a particular level of skill or training. Please also note that not all of OFS' Financial Consultants are able to provide investment advisory services under OFA. This is an important limitation that you should inquire about.

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Ocean Financial Services, LLC is a registered broker-dealer and a member of FINRA and SIPC.

Ocean Financial Advisors, LLC is a registered investment advisor with the State of Florida.

Securities offered through Ocean Financial Services, LLC and not Ocean Bank. Ocean Financial Services, LLC is a registered broker dealer. The investment products offered exclusively by Ocean Financial Services, LLC are not insured by the FDIC, not a deposit or other obligation of, or guaranteed by the bank and are subject to investment risk, including the possible loss of the principal amount invested.