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
-
All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
-
Small Businesses Could Face Borrowing Challenges
Despite tougher lending conditions and higher interest costs, many people who need capital for business purposes may need to borrow money. This article discusses some common financing options.
-
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.
-
How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
Calculators
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Savings Accumulation
Estimate the future value of your current savings.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.