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Third Eye Associates, Ltd

Third Eye Associates, Ltd

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Our Services

Our goal is for our clients to gain clarity and vision for their lives, be responsible and at ease with their money, and make confident choices without regret.

“Just don't give up trying to do what you really want to do. Where there is love and inspiration, I don't think you can go wrong.”  – Ella Fitzgerald

“Our only limitations are those we set up in our own minds.”
– Napoleon Hill

“A goal is a dream with a finish line” – Duke Ellington

“The future belongs to those who believe in the beauty of their dreams.”
– Eleanor Roosevelt

“When life changes, money changes, and when money changes, life changes.”
– Susan Bradley, CFP ®, Founder, Sudden Money Institute

“A life of reaction is a life of slavery, intellectually and spiritually.  One must fight for a life of action, not reaction.”  – Rita Mae Brown

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Our Services

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.

Our Services

  • Life Planning
  • Transition Planning
  • Investment Process
  • Prospective Client

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New York City 212.787.4292  | Washington, DC 202.667.2266   | Hudson Valley   845.752.2216  | Fax  845.853.1491

Third Eye Associates, Ltd. is a state Registered Investment Adviser with offices in New York City, Washington, DC and Red Hook, NY,
and currently serves clients in 17 states. Third Eye Associates, Ltd. provides independent life and wealth planning services.

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