Insurance & Investment Planning

Oceans Strategies provides expertise to its clients for their insurance, traditional & alternative investments, retirement planning and estate planning needs. We are leading experts at providing options for financial security including plans that offer tax-free distributions at retirement, 100% tax deductions on specialized alternative investments and tax-efficient strategies for your diversified portfolio.

Since 2007 we have partnered with the largest independent insurance and wealth management firms in the world to serve our client's needs.

We build custom solutions that integrate the financial needs of corporate clients, high-net-worth individuals and their families. We have earned a reputation with CPA’s, law firms and advisors as experts who can facilitate large and complicated insurance and investment transactions for their clients. Our capabilities and team of experts are second to none.

Oceans Strategies And Its Partners Provide Expertise In The Following Areas:

We work with all companies in the brokerage industry including:

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