Third Eye Advisors provides services that are tailored to your specific situation — whether you're trying to figure out the best way to pay off your personal/business debt, preparing for retirement or career change, or starting a new business.
Our knowledge and experience allow us to offer a wide range of strategies and services to help you accomplish your financial goals. All financial programs that we create share three common goals; protect and grow your existing assets, help you prepare for a confident and independent financial future and finally, help you make the impact you seek.
Our investment management group uncovers unique opportunities for you through a rigorous process by diligent selection, analyzing, and monitoring various asset classes including stocks, bonds, real estate, and other alternative investments.
Third Eye Advisors have selected TD Ameritrade Institutional as our preferred custodian. TD Ameritrade provides exceptional value to our clients, including powerful resources, asset security, and broad investment vehicles.
Estate planning is much more than reviewing a will. A successful estate plan is shaped by goals and starts with reviewing your financial needs and assets to create a plan that assists in making certain that you have the right amount of income to live the lifestyle you desire. We can help you develop a retirement plan, open and/or rollover 401(k) and IRA plans.