PROJECT BASED PLANNING
Do you just have a couple of pressing financial concerns? Our project-based planning is the solution for you. With project based planning, we can help with budgeting, college planning, debt management, managing your 401(k) or 403(b), investment asset allocation review, life insurance review, and other financial concerns.
INVESTMENT MANAGEMENT
Many clients don't have the time to properly manage their investments so they hire Ocean Breeze Wealth as their investment advisor. As your investment advisor, we make sure that your investments align with your goals, objectives, and risk. We believe in the use of both active and passive investment vehicles.
COMPREHENSIVE FINANCIAL PLANNING
Every client should have a financial plan, no matter the individual or stage of life. Our comprehensive financial planning service takes a look at all the facets of your financial situation. You get a custom plan and recommendations, help with implementing those financial suggestions, ongoing planning and guidance, and investment manage services (if needed.)