Bring Your Finances to Life with a Plan That Fits You

Personalized insurance and wealth strategies designed to protect your family, secure your retirement, and simplify your financial future.

Backed by Leading Financial Carriers

We work with trusted providers to bring you the best coverage and investment options available.

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Designed for Everyone

Personalized Financial Guidance for Every Stage of Life

Making financial decisions shouldn’t feel overwhelming. Oceanside Financial was created to bring clarity, simplicity, and confidence to families who want real protection for their future.

We help you understand your options, compare trusted carriers, and choose insurance and financial strategies that truly fit your life.

From life insurance to retirement rollovers, college planning, estate support, and more our goal is to guide you with honesty, education, and a personalized plan you can feel good about. With Oceanside by your side, you can protect what matters most and build a future you’re proud of.

How We Help You Build a Stronger Financial Future

How We Help You Build a Stronger Financial Future

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Protect Your Future

Tailored life and final expense coverage to safeguard your loved ones at every stage of life.

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Grow & Preserve Wealth

Transform your savings and retirement accounts into secure, high-performing assets.

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Plan with Confidence

From wills and trusts to college and estate planning protect what matters most.

Our Services

Wide Range of Life Insurance

Solutions

Life insurance isn’t just protection, it’s peace of mind for the people who rely on you most.

Whether you choose Term Life, Whole Life, an IUL, or Final Expense, Oceanside helps you build a safety net that grows with your family.

We simplify your options, recommend the right policy for your goals, and connect you with trusted carriers ensuring your coverage is strong, affordable, and built for your family’s future.

Retirement & Rollover Planning

Your retirement shouldn’t be left to chance, and your savings shouldn’t sit unprotected in old accounts.

Whether it’s a 401(k), 403(b), TSP, or rollover, Oceanside helps you turn uncertainty into a clear, secure plan.

We review your accounts, reduce unnecessary risks, and guide you toward safe annuity options that can provide guaranteed lifetime income.

College Savings & 529 Plans

College shouldn’t become a financial burden that lasts for decades. With rising education costs, having a plan matters more than ever. Oceanside helps you set up smart, tax-advantaged 529 plans and other strategies that grow steadily over time.

Whether you’re planning for a newborn, a teen, or even yourself, we build a personalized roadmap that supports education without compromising your financial goals.

A strong college plan doesn’t just save money it gives your family freedom, peace of mind, and opportunities without overwhelming debt.

Estate Planning & Wealth

Preservation

Estate planning isn’t just for the wealthy it’s for anyone who wants to protect the people they love and ensure their assets go exactly where they should.

Oceanside helps you set up the essentials: wills, trusts, beneficiary planning, and strategies to preserve your wealth and protect your family.

A thoughtful plan removes stress, prevents confusion, and gives you confidence that your legacy will be honored.

With clear, step-by-step guidance, we make the process simple and personal so you can safeguard your family’s future with peace of mind.

Final Expense Insurance

Final Expense insurance is one of the most loving gifts you can leave behind. End-of-life costs can create unexpected stress for families often during their hardest moments. A Final Expense policy removes that burden.

Oceanside helps you secure affordable, permanent coverage that handles funeral costs, medical bills, and remaining expenses, so your family can focus on healing.

These policies are easy to qualify for, often require no medical exam, and stay in place for life giving you peace of mind and protecting the people who matter most.

Pet Insurance

Our pets are family and when unexpected health issues arise, you shouldn’t have to worry about the cost of care.

Pet insurance protects you from overwhelming vet bills and ensures your furry loved ones get the treatment they need.

Oceanside connects you with trusted, affordable plans that cover accidents, illnesses, surgeries, medications, and more.

With the right coverage, you gain peace of mind knowing you’ll never have to choose between your finances and your pet’s well-being protecting your home, your heart, and the moments that matter most.

High-Yield Savings Account

Setups

Most people think they’re saving money, but their accounts barely keep up with inflation. A High-Yield Savings Account changes that.

Oceanside guides you toward trusted HYSA options that help your emergency fund and short-term goals grow safely.

With higher interest, FDIC protection, and zero market risk, a HYSA helps your money work smarter without any extra effort.

It’s one of the simplest ways to build stability, protect your purchasing power, and gain more peace of mind automatically.

Home & Renters Insurance

Your home is more than a place to live, it’s where safety and memories begin. Whether you own or rent, the right coverage protects you from life’s unexpected moments.

Through Oceanside’s trusted partners, we help you access affordable home and renters insurance that safeguards everything you’ve worked for.

From fire and theft to accidental damage and liability, these policies protect your belongings, your space, and your peace of mind.

With simple setup and competitive rates, securing your home has never been easier, or more essential.

Policy Reviews & Coverage Optimization

Most people don’t realize their insurance is outdated, overpriced, or not protecting them the way they think. A quick policy review can reveal gaps, hidden fees, and better options.

Oceanside revisits old policies whether 5 or 25 years old, and helps you understand what you have, what you’re missing, and what’s worth keeping.

We compare top carriers, explain everything simply, and redesign your coverage to fit your life today.

A policy review is one of the easiest ways to save money, strengthen your protection, and gain real peace of mind.

Income Protection Insurance

Your income is your most important asset it pays for your home, your lifestyle, your family, and your future. Income Protection insurance replaces your paycheck if an illness or injury ever stops you from working.

Oceanside Financial helps you secure affordable coverage that keeps your bills paid and your financial plan on track, even when life takes an unexpected turn.

It’s one of the simplest ways to protect everything you’ve built, and everything you’re still working toward.

Why Families

Choose Oceanside

Because Your Future Deserves Honesty, Clarity, And Care.

Clarity, not confusion

We make financial planning simple explaining every step in clear, everyday language.

Care, not commission
Your goals matter more than sales. We build plans that protect
your priorities.

Freedom, not fear
True financial peace means confidence, not stress and that’s what we’re here to create.

Why I Started Oceanside

Built from the heart of texas With a purpose beyond profit.

When I started Oceanside, it wasn’t about numbers it was about freedom.

I’ve seen what financial confusion can do to families. The stress. The uncertainty. The fear of not knowing what comes next. I lived through some of that myself, and I promised I’d never let another person feel that lost when it came to their future.

To me, freedom means peace knowing your loved ones are protected, your money has purpose, and your plan truly reflects your values. That’s what inspired Oceanside: a place where honesty, education, and genuine care come before anything else.

I don’t just want to manage finances.
I want to help people breathe easier, dream bigger, and finally feel
secure in the life they’re building.

Lourdes Campos

Ready to Take Control of Your Financial Future?

 Your first step doesn’t have to be big just honest.


Schedule your free financial checkup today and start turning your finances into freedom.

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