Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk.

Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Do you believe that Estate Planning is only for the wealthy? You shouldn’t, you always need a plan when it comes to the transfer of wealth… and we can help.

As a client, what is your perception of our role in the matter of wealth transfer? Maybe by meeting with an Ocean Financial Representative, we can put your mind at rest regarding your legacy and engage you in the conversation as to what is the right way for you to plan and how to reduce any confusion when the time comes. It’s never too early to start the conversation. Let’s face it, planning for your heirs is not only a complex issue, but it can be difficult to discuss. It is important to develop a wealth transfer that not only minimizes tax consequences, but also reduces estate costs and lessens the possibility of conflict.

Proper planning typically attempts to eliminate uncertainties over the administration of a probate and maximize the value of the estate by reducing taxes and other expenses. We believe in protecting the legacy that you have worked hard for, so we can help you decide not only what is important to you and how you distribute your wealth, but also how you plan and stay in check.

Is it possible that you need access to neutral jurisdictions? Whether it’s for wealth management or for an additional tool in your succession planning, sometimes it may be beneficial to use these structures in different jurisdictions outside of the US. We, at Ocean Financial, have the flexibility to handle multi-jurisdictions and the complex structures involved, for our high net worth clients, if this is possibly a requirement for your comprehensive planning needs.

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