Expertise
NOT SURE WHERE TO START?
We get it, financial planning and investing can sometimes feel overwhelming.
Fortunately, with our team’s years of experience, we’re here to help you make sense of it all.
Our skilled and experienced Financial Advisors are here to walk you through all the steps.
We’ve got your back, let’s build wealth!
FINANCIAL PLANNING

Have you been dreaming of a life you want but don't know how to get there? Are you caught in between paying off debt and bills with no real idea of what you’re doing right or wrong with your money?

Are you a small business experiencing cash flow problems or need advice making financial decisions?

At Third Eye Advisors, we partner with you to develop a customized financial plan that includes your short and long-term goals, objectives, circumstances, preferences, and complete financial picture.

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REAL ESTATE INVESTMENT FUND

At Third Eye Advisors we offer our clients a unique opportunity to invest in Citrine Real Estate Fund (our sister company).

Citrine Real Estate Fund, (CREF) LLC was formed for the purpose of developing, acquiring, and managing townhomes, senior assisted living homes, single-family, and multi-family real estate assets. Specifically, in certain major markets within Texas, Florida, North Carolina, and Pennsylvania.
CREF acquires and manages high-quality real estate assets with the intention of providing participating investors with a real estate-focused investment opportunity that combines income, principal investment growth, and elements of capital preservation.

CREF’s primary focus is creating and maintaining investor wealth through alternative real estate investment strategies. The Fund’s primary managers are directly involved in the placement of investment funds into select real estate assets, this allows for management of investments more actively than large institutional investors. By investing in a Fund with experienced and specialized management, investors are freed from the complexities and time required for individual property ownership.

To learn more about investing in Citrine Real Estate Fund, book a call with us.

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INVESTMENT MANAGEMENT

Interested in letting your money grow and do all the work for you? With our years of experience, let us do all the homework behind finding the right investment opportunities for you.

Our investment management group uncovers unique opportunities for you through a rigorous due diligence process, analyzing and monitoring various asset classes including stocks, bonds, real estate, precious metals, art, and other alternative investments to build your investment portfolio.

And we’re not doing it alone, we’ve partnered with TD Ameritrade Institutional as our preferred custodian. TD Ameritrade provides exceptional value to our clients, including powerful resources, asset security, and broad investment vehicles.

Additionally, we’ve partnered with FinaMetrica to manage your risk tolerance profile.
RETIREMENT &
ESTATE PLANNING

One of the greatest challenges facing Americans is the need to save enough for a financially secure future. It is important to be proactive and realistic in determining your retirement income needs because a fun and enjoyable retirement require greater financial resources. People are living longer and that means your money has to “live longer” too.

A good way to plan for retirement is to put the right combination of savings and other investments to work for you. Let us help you design a retirement plan that fits your life’s desires. An important part of your customized retirement plan should include a carefully constructed estate plan to help ensure your hard-earned legacy passes on according to your wishes.

Looking after your loved ones, protecting your assets, preserving your legacy, relieving stress and worry, and implementing your directives in a tax-efficient manner are all important parts of what a well-designed estate plan will do for you.
PERSONAL/BUSINESS
CREDIT MANAGEMENT

Are you a small business owner? How can you strike a balance between your personal and business credit? We go through the nitty-gritty to help you out.

Our advisors evaluate what can be done to improve and change the information on your personal credit profile that is reducing your credit scores. Even the smallest changes can make the difference and bring better pricing on financing depending on your individual credit profile.

Business credit has the power to help firms expand their operations. Business credit building and establishing company credit scores requires strategic planning as not all vendors or creditors report to the business credit bureaus.

TEA offers an advanced business credit building program where we work to build credit and offer one-on-one guidance with companies to deliver a strong business credit profile.