Blue Ocean Wealth Solutions, a MassMutual Firm
Business Name: Blue Ocean Wealth Solutions, a MassMutual Firm
Business Genre: Financial Services, Insurance, Wealth Management
Short Business Description: We all have financial dreams for our loved ones. Through the use of financial products and services, and working as a team with your accountant and attorney, my goal is to help foster those dreams.
Long Business Description:
To help you achieve a life that is “Well Lived, Planned and Protected.” We all have financial dreams for our loved ones. Through the use of financial products and services, and working as a team with your accountant and attorney, my goal is to help foster those dreams.
When a family has a dependent with “Special Needs,” they may not be able to communicate their dreams. In this case, the need to protect the family’s dreams then takes on a whole new meaning.
What would happen to your financial legacy if you were to die too soon, become disabled, or require Long Term Care? What would happen if you fail to properly fund your retirement plan, your children’s education, or the family business succession plan?
