Third Eye Associates has assembled a team of specialized professionals to augment the work we do creating and implementing your Financial Life Plan. We will prepare you for your engagements with these professionals, and follow up to be sure that all necessary work is completed.
Each of our resource partners is hand-selected and has been vetted for competency, similar values, and commitment to client support. They provide you with an extensive menu of services covering a range of areas, including estate planning, tax planning and preparation, and property and casualty insurance. Any agreement and payment for services will be between you and the professional.
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