Comprehensive Planning
Ockway Bay Financial takes a proactive approach to wealth planning with the ultimate goal of helping individuals and families protect their lifestyles now and throughout retirement. We begin by learning what's most important to you and developing strategies aligned with your personal goals and objectives.
We take the time to educate you on your financial situation and the opportunities available to you, bringing clarity to even your most complex financial challenges.
Financial Planning
- Goal Planning
- Cash-flow and income analysis
- Financial organization and oversight
- Multi-generational planning
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Retirement Planning
- Retirement income planning
- 401(k)/403(b)/457/IRA rollovers
- Lump sum pension rollovers
- Pension income decisions
- Traditional and Roth IRAs
- Pre-retirement savings planning
- Social Security planning
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Investment Management
- Asset management strategies
- Tax-sensitive investments
- Income strategies
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College Planning
- Education savings strategies
- 529 plans
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Estate and Legacy Planning
- Estate planning document(s) review
- Wealth transfer strategies
- Beneficiary review
- Philanthropic planning
- Charitable trust strategies
- Private foundations
- Trust management services
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Insurance Planning
- Asset-protection strategies
- Life insurance analysis and review
- Disability insurance analysis and review
- Long-term care insurance
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