Small Business Is Under Attack!
Remember those classic science fiction movies from the 1950s and 60s, featuring bobble-headed Martians and their mad schemes to take over Earth?
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At Ocean West Financial Group, we focus on maximizing wealth, security and financial opportunity for entrepreneurs and business owners, using our Smart Insurance Strategies.

They are proven, sanctioned strategies for tax, estate and succession planning, and charitable giving to help clients reduce tax, increase retirement income, and transfer wealth to beneficiaries and charities consistent with their values.

We work collaboratively with our clients existing team of advisors to develop individual, highly customized financial strategies that help business owners reduce risk and create value.