─── Blue Ocean Prosperity Group

What Does Your Ideal Future Look Like?

Does your retirement plan consider if you live too long or take into account if taxes rise or if the market falls? Are you looking for professionals that not only assist but educate in financial and tax efficiencies?

Blue Ocean Prosperity Group is a group of professionals that specialize in the incorporation of tax and banking techniques into financial planning. Through our strategies, we help our individual and business clients to maximize cash flow and profitability. We have a tax strategist for high wealth individuals and businesses to give a tax strategy for the next 3 to 5 years to reduce the amount of taxes you pay.

Plan Today. Prosper Tomorrow.

At Blue Ocean, we give individuals, families, and business owners the knowledge and empowerment to reach their maximum financial potential through education on the tax code, tax-efficient wealth building strategies, and personal asset protection strategies, in order to achieve generational wealth and financial peace of mind.

Financial Insights and Planning For Every Stage of Life For Individuals

Financial Empowerment – Retirement Planning

From your first job to retirement, we help you to navigate your options for savings, increased cash flow and retirement without worrying about ups and downs of the market and the tax code. We help to ensure you do not outlive your money no matter how long you live and leave wealth to the next generation. We also assist with savings for children and grandchildren, whether for college or to start on their life and retirement.

Continuation of Income-Risk Management and Asset Protection

What would happen to your financial household if you were unable to work one day? We assist with ensuring your income stream continues even if you are unable to work so that your resources are not depleted.

Long-Term Care & Assisted Living

We help you create a clear plan for long-term care, how to stay in our home with assistance and how to pay for it, so you're prepared for anything that arises

Financial Insights and Planning For Businesses

Business Planning and Succession Planning

As a business owner, protecting your business is critical. We provide guidance on the best options for safeguarding your business, family, and future. This includes strategies for increasing cash flow, providing benefits, minimizing tax burden, risk management and succession planning to ensure your financial foundation is secure and create a plan for a smooth transition to your loved ones.

Tax Strategy

We can develop a plan designed to minimize your tax liability while ensuring you stay compliant with tax laws. Effective tax strategies consider both short-term and long-term financial goals, using various tools to minimize your future taxes. A good tax strategy will give you a clear strategy to lower your future taxes for years to come.

Legal Services-Business Services and Estate Planning

In order to ensure your wealth and assets you own, whether business or individual are transferred upon your death to your loved ones, you need it in writing. We assist with business succession plans and estate planning for individuals to secure your assets and your family's future.

“Failing to plan puts trust in other people to decide what happens to your assets”

Achieve Peace Of Mind

We work with our clients to educate and empower them with a lifelong framework for making the most efficient and effective financial decisions. Our goal is to assist clients in taking advantage of tax code and arbitrage opportunities, to keep their financial assets working for them. In short, we help our clients build wealth and minimize taxes. Our group includes financial consultants, business consultant attorneys, CPAs, real estate professionals, and other professionals who are ready to assist.

Our Client Testimonials

Meet Our Team

Kimberly
Bailey

Financial Consultant

Kimberly Bailey is a dedicated Financial Consultant at Blue Ocean Prosperity Group, where she has served clients for the past three years. With over two years as a licensed agent, Kim distinguishes herself through her unwavering commitment to client education. She goes beyond simple transactions, investing time and care to empower clients with the knowledge they need to navigate the complexities of retirement planning. Kim’s passion for this work is deeply personal, stemming from her own family experience with long-term care needs.

She approaches each client with empathy and a genuine desire to secure their financial future. Outside of work, Kim enjoys spending quality time with family and friends and taking her dog for long walks. Kim holds a BA in Accounting and an MBA, providing a strong foundation for her financial expertise.

Michele
Robinson, J.D

Tax Strategist & Attorney

Michele Robinson is an experienced attorney, tax strategist and financial business consultant. She has a background in law, taxes, accounting, finance and real estate. Throughout the course of her career, Michele has assisted hundreds of clients in creating strong tax-favorable financial, retirement, and business portfolios. Under Blue Ocean Prosperity Group, Michele teaches from a wholistic approach how to maximize their wealth potential by understanding the IRS tax codes, risk mitigation and banking concepts. Ms. Robinson enjoys giving back to the community. This is demonstrated by her volunteerism with multiple charities and her active involvement in church ministries, where she teaches Sunday School and workshops on financial awareness. Michele is a former board member of the National Association of Women Business Owners (NAWBO) and NAWBO EXCEL. She also sits on the board of the Detroit Area Association on Aging and consults for the Michigan Minority Supplier Development Council (MMSDC).

She also runs a program for business owners to learn how to grow their businesses, Learn how to scale and increase their profits culminating in access to capital from Michigan Women Forward. Michele spends her leisure time reading and studying her Bible, golfing, dancing and traveling. Michele speaks to groups large and small on topics ranging from the Bible to Banking, Finance, Tax and Legal topics.

Affiliates

Bradley
Wilson

Financial Consultant

Bradley Wilson joined Blue Ocean Prosperity Group in 2020. He received a Bachelor’s Degree in Engineering in 1990 and a Master’s Degree in Business Administration with an emphasis in Finance Management in 2000. He currently serves as the president of BK Financial Solutions, LLC. Bradley believes in the mission of Blue Ocean Prosperity Group and enjoys helping individuals, families and business owners minimize their financial risks so they can maximize their wealth for retirement using tax-advantaged, market protected financial tools. He is passionate about educating the community about the Defensive Financial Strategies needed to safeguard their most valuable assets from financial loss when unexpected, yet common, events occur.

This provides a solid foundation to continuously build wealth upon for retirement, preserve their wealth in retirement, leave a Legacy of Wealth to their loved ones and either establish or maintain generational wealth for their family.. The ultimate goal of BK Financial Solutions and Blue Ocean Prosperity Group is to help people achieve Financial Peace of Mind.