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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
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
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
SERVING:
All 50 States
Virtual Appointments Available