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:
My goal is to help my clients 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; e.g., Life-, Disability Income-, and Long Term Care- Insurance as well as Annuities and Brokerage Accounts; and working as a team with your accountant and attorney, I will help you achieve and protect your financial dreams. However, when a family has a dependent with “Special Needs” – who may not be able to communicate their dreams – the need to protect their dependent takes on a whole new meaning. My areas of expertise center around Elder Care, Special Needs and Estate, Succession and Retirement Planning.