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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

UNITED STATES

1845●●●●2216

ss●●●●@thirdeyeassociates.com

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Third Eye Associates, LTD.

Susan Simon

38 Spr●●●●●●ke Rd.

Red●●●ook , NY, 12571

UNITED STATES

1845●●●●2216

ss●●●●@thirdeyeassociates.com

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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 Beth Jones and Susan Simon

2 Life Planning Hudson Valley

3 Holisitic Financial Planner Catskills

4 Financial Planner in DC

5 Northern Dutchess Money

6 *** Friendly Financial Advisor

7 Queer Financial Advisor

8 ******* Financial Planner

9 Susan Bradley

10 Sudden Money Institute

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Home | Third Eye Associates | thirdeyeassoc.com Reviews

https://thirdeyeassoc.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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thirdeyeassoc.com

1

Sitemap | Third Eye Associates

http://www.thirdeyeassoc.com/sitemap

Pax World Mutual Funds. New York City : 212.787.4292 Washington, DC : 202.667.2266 Hudson Valley : 845.752.2216 Fax: 845.853.1491 bjones@thirdeyeassociates.com. Third Eye Associates, Ltd. is a state Registered Investment Adviser with offices in New York City, Washington, DC and Red Hook, NY,. And currently serves clients in 16 states. Third Eye Associates, Ltd. provides independent life and wealth planning services.

2

Transition Planning | Third Eye Associates

http://www.thirdeyeassoc.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...

3

Our Services | Third Eye Associates

http://www.thirdeyeassoc.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...

4

Prospective Client | Third Eye Associates

http://www.thirdeyeassoc.com/prospective-client

Pax World Mutual Funds. Third Eye Associates Privacy Policy. Third Eye Associates ADV. New York City : 212.787.4292 Washington, DC : 202.667.2266 Hudson Valley : 845.752.2216 Fax: 845.853.1491 bjones@thirdeyeassociates.com. Third Eye Associates, Ltd. is a state Registered Investment Adviser with offices in New York City, Washington, DC and Red Hook, NY,. And currently serves clients in 16 states. Third Eye Associates, Ltd. provides independent life and wealth planning services.

5

Life Planning | Third Eye Associates

http://www.thirdeyeassoc.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...

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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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thirdeyeassociates.com

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.

thirdeyeassociatesltd.com

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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