Third 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.

Financial Life Planning:

  • Integrated life and wealth planning
  • Retirement analysis and planning
  • Wealth management strategies
  • Risk analysis and insurance planning
  • Tax planning strategies*
  • Long-term care needs analysis
  • Estate planning*
  • Cash flow and debt analysis
  • Legacy planning

Financial Transition Planning:

  • Planning when life changes

Fee-only Asset Management**:

  • Investment policy statement
  • Best-in-class money managers
  • Wealth management
  • Risk analysis and insurance planning
  • Asset allocation: strategic or tactical; active or passive
  • Tax-managed portfolios
  • Sustainable and responsible investing
  • Stock option analysis and management
  • IRA Plans-Traditional & Roth
  • Retirement income distribution strategies

Risk Management:

  • Life insurance
  • Long-term care insurance
  • Key person insurance
  • Disability income insurance

Business Consulting & Benefits Planning:

  • Corporate filings and books*
  • Cash flow and debt analysis
  • Quick Books® certified consultant
  • Fee-only, custom-designed retirement plans**
  • Third-party retirement plan administration
  • ERISA plans: 401(k), 412(i), profit sharing 401(a), safe harbor
  • IRA Plans-SEP & Simple
  • Tax-deferred savings plans-403(b)
  • Deferred compensation
  • Group life, disability, and long term care insurance
  • Key person insurance
  • Succession planning

*These services are provided in partnership with attorneys and CPAs whose professional fees are charged by each professional independent of Third Eye Associates, Ltd.

**These services are provided by Third Party Money Managers.