Financial Planning

Periodic table of financial planning[3]

Crafting your master plan

At Private Ocean, we strive for excellence in all that we do. We understand that everyone’s financial plan faces different challenges as expected and unexpected events impact your life in ways that are entirely unique to you. Our advisors are here to guide you every step of the way, through:

  • Pre-retirement and retirement planning
  • Business ownership and succession
  • Asset protection and insurance
  • Charitable giving
  • Education funding
  • Taxes
  • Stock options
  • Investments
  • Estate issues
  • Life changes due to divorce, health issues, inheritance, and more

We can help you integrate some or all of these factors into a master plan. To do it, we analyze your situation with great sensitivity. We discuss philosophy, lifestyle, your goals for your family, and we educate you, so you really understand your options.

Watch Chip Pyfer and Sarah Wotherspoon explain what planning can do for you.

The Logic That Drives A Great Financial Plan

Featuring Sarah Wotherspoon, Principal and Senior Planner

Please Note: No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience the same or a certain level of results or satisfaction if Private Ocean is engaged, or continues to be engaged, to provide investment advisory services.

Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Private Ocean, LLC ("Private Ocean")), or any non-investment related content, made reference to directly or indirectly in this publication will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this newsletter serves as the receipt of, or as a substitute for, personalized investment advice from Private Ocean. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Private Ocean is neither a law firm nor a certified public accounting firm and no portion of the published content should be construed as legal or accounting advice. A copy of the Private Ocean’s current written disclosure Brochure discussing our advisory services and fees is available upon request. If you are a Private Ocean client, please remember to contact Private Ocean, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services.