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Third Eye Associates provides Financial Life Planning, Financial Transition Planning, and Wealth Management strategies to help clients realize their greatest asset - a rewarding life. We are a fee-only registered investment advisory firm. Our goal is to help you clarify your vision, reconnect with your dreams, and use the resulting energy and motivated purpose to create both greater financial security and emotional fulfillment.

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Third Eye Associates, LTD.

Susan Simon

38 Spr●●●●●●ke Rd.

Red●●●ook , NY, 12571

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1.84●●●●2216

ss●●●●@thirdeyeassociates.com

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Third Eye Associates, LTD.

Susan Simon

38 Spr●●●●●●ke Rd.

Red●●●ook , NY, 12571

US

1.84●●●●2216

ss●●●●@thirdeyeassociates.com

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Home | Third Eye Associates | 3rdeyeassociates.com Reviews

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Third Eye Associates provides Financial Life Planning, Financial Transition Planning, and Wealth Management strategies to help clients realize their greatest asset - a rewarding life. We are a fee-only registered investment advisory firm. Our goal is to help you clarify your vision, reconnect with your dreams, and use the resulting energy and motivated purpose to create both greater financial security and emotional fulfillment.

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1 our philosophy

2 our clients

3 our team

4 our services

5 life planning

6 transition planning

7 investment process

8 prospective client

9 resources

10 articles

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Home | Third Eye Associates | 3rdeyeassociates.com Reviews

https://3rdeyeassociates.com

Third Eye Associates provides Financial Life Planning, Financial Transition Planning, and Wealth Management strategies to help clients realize their greatest asset - a rewarding life. We are a fee-only registered investment advisory firm. Our goal is to help you clarify your vision, reconnect with your dreams, and use the resulting energy and motivated purpose to create both greater financial security and emotional fulfillment.

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3rdeyeassociates.com

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Transition Planning | Third Eye Associates

http://www.3rdeyeassociates.com/transition-planning

Pax World Mutual Funds. Ldquo;When life changes, money changes, and when money changes, life changes.”. Ndash; Susan Bradley, CFP ™, Founder, Sudden Money Institute. Four Reasons You Need to Hire a Certified Financial Transitionist™. 1 To assist you with change…life is about change. 2 Your Financial Transitionist™ is your point person. 3 Financial Life Transitions take longer than you plan for and probably longer than you want. 4 Financial Transitionists™ help you emerge into your new normal. New York Ci...

2

Our Philosophy | Third Eye Associates

http://www.3rdeyeassociates.com/our-philosophy

Pax World Mutual Funds. 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. Third Eye Associates is dedicated to providing indispensible service to our clients in integrating their life and their money. We value their diversity, passion, knowledge, and experience, and provide support as life evolves. TEA Code of Ethics.

3

Life Planning | Third Eye Associates

http://www.3rdeyeassociates.com/life-planning

Pax World Mutual Funds. Ldquo;The future belongs to those who believe in the beauty of their dreams.”. Ndash; Eleanor Roosevelt. The objectives of this phase are to understand what motivates you and to determine your aspirations for living a fulfilled life. The exploration phase is usually covered over two meetings. You will need to provide us with a completed 3 Questions, Communication Preferences Exercise, Hearts Core Grid, and Life Goals Grid. Risk analysis and insurance planning. The implementation o...

4

Investment Process | Third Eye Associates

http://www.3rdeyeassociates.com/investment-process

Pax World Mutual Funds. Ldquo;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. Third Eye Associates believes that managing our clients’ emotions is equally as important as managing your money. We endeavor to bring best-in-class independent investment managers to your portfolio to support your life goals.

5

Our Services | Third Eye Associates

http://www.3rdeyeassociates.com/products

Pax World Mutual Funds. Ldquo;A goal is a dream with a finish line” – Duke Ellington. Integrated life and wealth planning. Retirement analysis and planning. Risk analysis and insurance planning. Long-term care needs analysis. Cash flow and debt analysis. Planning when life changes. Risk analysis and insurance planning. Asset allocation: strategic or tactical; active or passive. Sustainable and responsible investing. Stock option analysis and management. IRA Plans-Traditional and Roth. And currently serve...

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Home | Third Eye Associates

Third Eye Associates provides Financial Life Planning, Financial Transition Planning, and Wealth Management strategies to help clients realize their greatest asset - a rewarding life. We are a fee-only registered investment advisory firm. Our goal is to help you clarify your vision, reconnect with your dreams, and use the resulting energy and motivated purpose to create both greater financial security and emotional fulfillment.

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