Since 2007 we have partnered with the highest rated insurance and retirement planning companies in the marketplace to best serve clients and support the advisory community.
Our Founder, Ryan Anthony, recognized an opportunity to start a sophisticated, innovative and unbiased firm that would not compete with other advisory firms rather strategically partner with them to create The Win-Win-Win Oceans Way in order for clients, advisors and the advisory marketplace to all benefit by working together.
Our team is made up of experienced life & retirement planning advisors, legacy & estate planners, investment bankers and entrepreneurs. We offer clients and the advisory community access to unique strategies typically not available through most independent and Fortune 500 financial services companies.
THE WIN-WIN-WIN IS THE OCEANS Way!
Clients
CLIENTS must be positioned in the optimal strategy that the marketplace offers, tailored to meet their overall needs and goals for themselves, their families, and their business.
advisors
ADVISORS and their teams that we support must have access to the most sophisticated, innovative, and unbiased strategies and products the marketplace offers. Additionally, they should receive top-tier service and support to effectively meet their clients goals and needs.
advisory marketplace
The ADVISORY MARKETPLACE must also win as it's highly important for both clients and advisors to know that their best interests are always a top priority and the business that is placed with them will always be managed with the highest level of integrity, service, and fiduciary responsibility.
Strategies
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Life Insurance
legacy & estate planning
premium finance
Tax-Deductible Cash Balance Plans
Charitable Gifting
private placement life insurance
Buy-Sell Agreements
Foreign National Life Insurance
Annuities
disability insurance
long-term care insurance
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