Our Services

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.

Audit and Accounting

Auditing and Accounting helps ensure your organization’s internal controls are effective and provide optimum results, mitigate risks, and ensure adequate policies and procedures are in place to protect your company

Financial Planning

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

Education Planning

From managing your student loans, to financing your children’s education, to teaching your family about the importance of financial planning, we can help every step of the way.

Investment Management

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.

Retirement & Estate Planning

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.

Business Planning

Starting a business comes with a lot of financial struggles and trials.Partnering with a trusted advisor that takes your financial goals seriously should be at the top of your priority list. Access to the right financial solutions is crucial in business growth and we can help answer your initial questions and guide you through the whole process.

If you have questions like this:

● How do I manage my expenses while running a business?
● Should I work a part-time job while I put all of my money into my business?
● How will I come up with initial startup costs to fund the business? Should I borrow from a bank or give up equity to an investor?
● If my cash flow is low, how will I pay my employees or other business expenses?
● Do I have the knowledge necessary to manage the company’s finances on a day-to-day basis?
● Do I have consistent cash flow to cover unexpected expenses?

We can help you!

Personal Finance

Need help with the stuff that school never taught you? We can help you navigate your car payments, your debt, your taxes, your emergency savings, and more.

Family Matters

Preparing for your family’s financial needs as an entrepreneur are sometimes complicated and overwhelming. We want to ensure our clients feel confident in taking care of their family ties.