Financial advisors in Ocean City, NJ specializing in business, estate and investment planning.

Let the professionals at Ocean City Financial Group bring your financial picture into focus:

 

 

Financial Planning

  • Risk Management
  • Building Cash Reserves
  • Investing for the Future

Investment Planning

  • Asset Allocation Strategies
  • Money Management Programs
  • Mutual Funds
  • Securities Brokerage Accounts
  • Performance Reporting
  • Fixed & Variable Annuities

Risk Management

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Group Benefits

Business Planning

  • Succession Planning
  • Executive Compensation
  • Executive Benefits
  • Buy-Sell Agreement Funding
  • Family Business Planning
  • Employee Benefits

Retirement Planning

  • IRA's
  • 401(k)'s
  • Simple IRA's
  • Tax Deferred Savings
  • Retirement Distribution Planning

Estate Analysis

  • Gift and Estate Tax Strategies
  • Charitable Planning
  • Asset Protection Plans

Trust Services*

  • Administration
  • Custodial Accounts
  • Estate Settlement

Professional Alliances

  • CPA Firms
  • Banks
  • Credit Unions
  • Law Firms

 

*Offered through the MassMutual Trust Company, FSB