Ocean City Financial Group Planning Services


 

 

FINANCIAL PLANNING
• Risk Management
• Building Cash Reserves
• Investing For The Future


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

 

INVESTMENT PLANNING
• Asset Allocation* Strategies
• Money Management Programs
• Mutual Funds
• Securities Brokerage Accounts
• Performance Reporting
• Fixed and Variable Annuities

 

BUSINESS PLANNING
• Succession Planning
• Executive Compensation
• Executive Banefits
• TBuy-Sell Agreement Funding
• Family Business Planning

• Employee Benefits

 

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

 

ESTATE ANALYSIS
• Gift & Estate Tax Strategies
• Charitable Planning
• Asset Protection Plans

 

PROFESSIONAL ALLIANCES**
• CPA Firms
• Banks
• Credit Unions
• Law Firms

 

*Asset allocation does not ensure a profit or protect against a loss.

**You are under no obligation to use the services of any of the entities shown, and may choose any qualified professional to provide any of the services descirbed above.  These entities and their services are not affiliated with LPL Financial and Ocean City Financial Group.