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
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HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
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Beware of These Life Insurance Beneficiary Mistakes
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Savings Accumulation
Estimate the future value of your current savings.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.