OUR MISSION
At O.P.I. we are dedicated to helping our clients achieve their financial goals while protecting and securing their future. Our team of experts is committed to providing personalized solutions and guidance to help you make informed decisions and reach your full financial potential. Let us help you navigate the complexities of the financial world and achieve the success you deserve working hand in hand together! Like our friends in the Ocean we all need a little help sometimes!
The Process
Discovery Meeting
For qualified individuals, we will begin with a complimentary Discovery Meeting to get to know each other, discuss your goals and concerns, evaluate your risk tolerance and discuss our proprietary planning process. We will then begin our evaluation process of your current situation and come back with our findings and recommendations.
Evaluation Meeting
We will follow up with another complimentary Evaluation Meeting in order to show you what we found, how your existing situation may or may not meet your current goals and objectives, as well our high-level recommendations for any changes. We will then share with you the costs of establishing a relationship with our firm. We will then begin our official client relationship.
Strategy & Implementation Meeting
You are now officially a client of our firm. We will begin meeting to discuss our strategy for your income and investment portion of your plan. This is where we can take a deeper dive into various strategies available and even bring in outside money managers as appropriate.
Organizational Meeting
Once your investments and income plan are in place, we will assist you in getting your financial documents organized both physically and electronically. This will include access to a secure portal to aggregate all of your assets and liabilities so you can see a clear picture of your entire net worth in one place.
Advanced Planning
As needed on a case-by-case basis, we will additionally help you to plan for more advanced financial needs including healthcare, estate planning*, tax reduction strategies*, charitable giving, employer plan options, real estate investments, business entities and more.
Final Plan Delivery
Once we have completed the implementation of our holistic process, we will deliver to you, both physically and electronically, a copy of your final Simple Path Roadmap®.
Ongoing Reviews & Adjustments
We will continue to monitor and adjust your plan on an ongoing basis. You will receive ongoing communication, updates, and access to technology and information so you can stay informed on the subjects that are important to you & your family.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Ocean Pacific Investments are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.
Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone.