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Chief Executive Officer,
Blue Ocean Global Wealth
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters
SPECIALTIES
- Business Cash Flow Analysis
- Business Financials
- Business Growth
- Business Planning
- Business Succession Planning
- Charitable Planning
- Divorce Financials
- Family Legacy Planning
- Financial Planning
- IRA
- Legacy Planning
- Money Mindsets
- Personal Tax Planning
- Small Business Tax
- Social Security Specialist
- Wealth Protection
LOCATION
9841 Washingtonian Blvd
Gaithersburg
Maryland
20878
United States
Gaithersburg
Maryland
20878
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
Certified Money Coach,
Jeannie Dougherty Consulting
OVERVIEW OF SERVICES
Asset Management, Budgeting, Downsizing and Relocating, Post-Divorce Matters
WHY I LOVE WORKING WITH WOMEN
Women are 5 times more likely to live paycheck to paycheck than men. 70% of millennial women don’t save money only earning enough to get Read more...
SPECIALTIES
- Business Cash Flow Analysis
- Business Financials
- Money Mindsets
LOCATION
8120 Woodmont Ave
Bethesda
Maryland
20814
United States
Bethesda
Maryland
20814
United States
STATES SERVED:
All 50 States
Virtual Appointments Available