Corporate Services

Standards and accountability for sponsors of corporate retirement plans are being scrutinized more than ever.  Whether starting a new plan or reviewing your current plan, Ocean Advisors can assist you.  Our goal is to not only improve your processes but to reduce your plan fees. 

Your key executives have financial planning needs as unique as the skills they offer your business.  We will work with your company to craft and implement a comprehensive financial plan unique to the executives that qualify for this service. 

We also provide employer-paid personal financial planning workshops and webinars for the entire employee base.  This program can be coupled with our role as the advisor to the retirement plan, or as a stand alone service.