- Tax PlanningEach of our resource partners is hand-selected and has been vetted for competency, similar values, and commitment to client support. They provide you with an extensive menu of services covering a range of areas, including estate planning, tax planning and preparation, and property and casualty insurance. Any agreement and payment for services will be between you and the professional.
- Income Tax
- Investment ManagementExecution - The implementation of the plan is critical to realizing your life goals. Third Eye Associates believes the likelihood of achieving success in your investment strategy is greatly improved by building a capable Investment Management Team and making decisions within a disciplined Six-Step Investment Process. Our investment approach strives to bring great capability to each important decision in the investment process. This process is usually completed within three to five months.
- Wealth ManagementThird Eye Associates, Ltd’s services comprise an array of Financial Life Planning, Financial Transition Planning and Wealth Management offerings for individuals, couples, business owners, corporations and trusts. Our fee arrangement reflects our commitment to providing clients with consistent, ongoing Financial Life Planning, Financial Transition Planning, and Wealth Management regardless of the ups and downs of the markets. Our investment advisory fees are based on total assets advised for your household and vary according to the specific investment program that is appropriate for each client’s goals, paid in quarterly intervals. All fees are disclosed and agreed to prior to entering into an engagement.
- Accounting Services
- Financial PlanningThird Eye Associates, Ltd, its principals and employees adhere to the Financial Planning Association's (FPA) Code of Ethics in conducting its business. The Code is an expression of the financial planning profession's recognition of its responsibilities to the public, to clients, to colleagues, and to employers. These principles apply to all FPA members and provide guidance to them in the performance of their professional services.
- Retirement Planning
- Long Term Care
- Asset Management