Welcome to the Ocean View Investments Group website! As LPL Financial Planners, we are here to provide financial advice and strategies that help you with wealth management, education planning, retirement planning, investment planning, and to address your insurance needs. We consider all questions, information and advice as it relates to and impacts your financial and life situations - then create a personal financial plan and strategy designed with the goal to help you meet your specific financial goals.
We hope you find the information on our site useful! There are newsletter articles, calculators, and research reports. We also hope that our website helps you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We are always available to answer your questions. Please add our site to your list of "favorites" in your Internet browser.
We are the skilled financial planning professionals to help you pursue your financial goals.
Newsletters
-
HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
-
Time to Bulk Up Your Emergency Fund
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
-
How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
Calculators
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Savings Accumulation
Estimate the future value of your current savings.