Taxes

• Estate Taxes
• Real Estate Taxes
  A: To keep your real estate taxes and homeowners insurance current. And to properly maintain your home so that it’s value does not diminish.

Investment

• Mutual Funds
  Anything of monetary value that is owned by a person or company. Assets include real property, personal property, stocks, mutual funds, etc.

Accounting

• Accounting Services

Planning

• Financial Planning
  Ocean Capital Lending’s comprehensive services represent the best in class and are resetting the bar for all others to follow.  We meld experts in real estate, estate and financial planning, tax strategy and accounting, securities and insurance, portfolio managers, researchers and traders into a cohesive team that serves the unique needs of our diversified client base.
• Asset Management
  This expertise ranges from asset management, to turn around of the asset/ portfolio through intense management efforts, including the build-out of both residential and commercial projects.
• Reverse Mortgages
  Now you can have the financial freedom you want with the HECM Mortgage. Stay in your home for as long as you wish with a reverse mortgage that provides a ready source of cash to use as you see fit. And you don’t have to repay the loan as long as you live in your home.