Plan Well. Protect More. Retire Confidently.
Oceana Global Wealth Partners helps you manage your finances so you can pursue your ultimate goals.
Financial Planning
Comprehensive, goals-based planning that turns your vision into an actionable roadmap—tailored to your needs and reviewed regularly.
Insurance Services
Strategies to help protect income and assets—so a market downturn or life event doesn’t derail your retirement.
Estate Planning
Document your wishes, reduce friction, and protect family harmony with a clear legacy plan coordinated with your overall strategy.
Retirement Planning
Income, investments, taxes, healthcare, and legacy—five core questions answered in a plan that adapts as your life evolves.
Wealth Management
Holistic portfolio and balance-sheet advice—aligned to your goals, risk tolerance, and time horizon to grow and preserve wealth.
Individual Planning
Optimize 401(k)s, right-size insurance, stress-test for downturns, and align saving and retirement strategies with your long-term goals.
A plan tailored to your objectives.
Planning for retirement doesn’t have to be overwhelming; partnering with our seasoned team of advisors can streamline the process significantly. Together, we’ll develop a comprehensive financial strategy tailored to your unique goals, ensuring you’re well-prepared for the future. Our commitment to guiding you through each step empowers you to make informed decisions that align with your retirement vision. Let us help turn your aspirations into a well-structured financial plan—so you gain peace of mind as you approach this important life stage.
Our Process
We offer services in these three areas:
Clear focus. Disciplined execution. Built around your goals.
GROW
Strategically leverage your hard-earned assets to plan for retirement effectively.
- Annuities
- Asset Protection
- Charitable Giving
- College Funding
- Deferred Income Annuity
- Estate Planning
- Fixed Indexed Annuities
- Guaranteed Income
- Immediate Annuity
PRESERVE
Safeguard the resources essential for your envisioned retirement lifestyle.
- Income Planning
- Investment Planning
- IRA & 401(k) Assets and Planning
- IRA, 401(k) & 403(b) Rollovers
- IRA Legacy Planning
- Legacy Planning
- Lifetime Income Planning
- Portfolio Management
- Probate
GIVE
Support the people and initiatives that matter most to you.
- Retirement Income Planning
- Retirement Income Strategies
- Safe Money Options
- Social Security
- Tax Advisory
- Tax-Efficient Strategies
- Tax Planning
- Wealth Management
- Wealth Planning
- Wills, Trusts, Estates
Regular Review
Life changes — and your plan should move with it. Our regular reviews keep your strategy aligned with what matters most (career moves, family milestones, market shifts, and more).
- Assess progress: measure what’s working and what needs a tune-up.
- Refresh assumptions: update goals, timelines, and risk based on new insights.
- Keep details current: beneficiaries, accounts, and documents stay accurate.
- Get answers fast: our support team is on hand so you’re never in the dark.
Regular plan reviews are how we “do things the right way” — empowering you to stay on track and adapt with confidence.
Have any questions? Ask us anything — we’d love to help.
Fast answers from a real team that cares about your plan.