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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Do You Have These Key Estate Planning Documents?
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
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Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Calculators
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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.
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Savings Accumulation
Estimate the future value of your current savings.
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Credit Card Debt
How Long Will It Take to Pay my Balance?