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Ockway Bay Financial

  •  Office: 508 477 5432
  •  Mobile: 508 864 8049
  •  Fax: 866 514 1302
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Ockway Bay Financial

  • About 
    • About Brian
    • Philosophy
    • Process
    • LPL Financial Partnership
  • Services 
    • Comprehensive Planning
    • Retirement Planning
    • Investment Income Planning
  • Client Resources 
    • Client Account View
    • LPL Financial Research
  • Contact

Proactive Planning

for a solid future

Helping You

manage the changing face of life

My Mission

your success is my only mission

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Comprehensive Planning

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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

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 

 

Investment Management

  • Asset management strategies
  • Tax-sensitive investments
  • Income strategies

    College Planning

    • Education savings strategies
    • 529 plans

    Estate and Legacy Planning

    • Estate planning document(s) review
    • Wealth transfer strategies
    • Beneficiary review
    • Philanthropic planning
    • Charitable trust strategies
    • Private foundations
    • Trust management services

     

    Insurance Planning

    • Asset-protection strategies
    • Life insurance analysis and review
    • Disability insurance analysis and review
    • Long-term care insurance

       

       

      Services

      • Comprehensive Planning
      • Retirement Planning
      • Investment Income Planning

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      , California
      United States

      •  Tel: 508 477 5432
      •  Toll Free:
      •  Fax: 866 514 1302
      •  brian.cooke@lpl.com

      Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC.

      The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state

      LPL Financial Form CRS

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