Blue Ocean Legacy

ABOUT THE TEAM Discover Blue Ocean Legacy W.M. and learn more about how they are changing the financial world. Our disruptive approach to helping all communities begins with the three values that our firm builds on. We are inclusive, as we believe meaningful impact comes through embracing the power of diverse minds.

You will be able to determine your financial stability based on your current situation and the opportunities available to meet your personal short and long-term goals. Cash Flow - Is there enough cash flow coming into the household to support all living expenses? Debt Management - Is there a budget and a plan in place to manage and eliminate existing debt?

Blue Ocean Legacy W.M.'s brings individuals like you hope. You have heard it before, "it's not how much you make, it's how much you keep." Most individuals live paycheck to paycheck, do not have an emergency fund, and lack the credit history needed to purchase a home or even a car. We have committed to overcoming several significant barriers for individuals to access a financial service professional -the cost.

It is our goal and vision that families, regardless of income level can have the knowledge to achieve financial well-being. Blue Ocean Legacy W.M.'s answer to be inclusive, we have committed to eliminating one of the most significant barriers for families and single parents to access a financial service professional -the cost.

Are you considering starting a business, having a side hustle, freelance, a new business owner, or have a few employees? In the U.S. today, many people still rely on their jobs to obtain health insurance, life insurance, and a retirement plan. Many side hustles are not growing into entrepreneur opportunities because individuals and families cling to the job they hate to obtain the benefits they need.