Blue Ocean

global wealth

Investment Advisory
Financial Planning

Our Clients

Business Retirement Plans

Blue Ocean Global Wealth delivers progressive retirement plan options. We strive to provide the most innovative and engaging sponsor and participant education. As your partner, we facilitate communication among plan consultants, actuaries, third-party administrators, accountants and attorneys. Our approach is predicated upon the diverse, and oftentimes complex, needs of the fiduciary, trustee, and participant. Our client experience concentrates on empowering organizations.

Blue Ocean Global Wealth may offer a cost-effective platform of investment advice when evaluating the suitability and merits of the following programs:

  • Traditional 401(k)
  • Profit Sharing Plan
  • Safe Harbor 401(k)
  • Employee Stock Ownership Plans (ESOPs)
  • Age-Weighted Plans
  • Automatic Enrollment 401(k)
  • Roth 401(k)
  • Simplified Employee Pensions (SEPs)
  • SIMPLE IRA
  • Professional Employer Organization (PEO) Plans
  • Defined Benefit Plans
  • Taft-Hartley Plans
  • Money Purchase Pension Plan
  • Non-qualified Deferred Compensation

Designing and implementing an optimal retirement plan can enhance your ability to attract and retain talented employees. As your trusted partner, Blue Ocean Global Wealth can create a strategic education curriculum as directed by your leadership team.

Schedule phone consultation to learn about a financial planning relationship with Blue Ocean Global Wealth