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A360 Full Suite of Services
- Plan to Care for Aging Parents / Long-Term Care Planning
- Martial Planning in the Event of Widowhood or Divorce
- Life Event Planning
- Preparing Your Heirs with an Asset Map
- Wealth Transfer Gifting Strategies
- Special Trusts
- Retirement Income Stress Testing
- Goal-based Dynamic Financial Planning
- Gifting and Succession Planning
- Insurance Analysis
- Access to IPO. Follow-on and Private Placement Offerings (Upon Request)
- Coordination with Your Legal and Accounting Teams (Upon Request)
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Advisory services offered through Eastsound Capital Advisors, LLC dba Capital Advisors 360, LLC, Advisors 360, LLC
Eastsound Capital Advisors, LLC is a registered investment adviser in multiple states. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. The adviser’s approaches may not be suitable for all investors. All investing is risky and past performance, whether actual or tested, is no guarantee of future results or profitability. This content is developed from sources believed to be accurate, but is not guaranteed and the firm assumes no duty to update any information for subsequent changes of any kind. The information herein is not intended as individual investment, tax or legal advice. Please consult with your personal advisor, legal or tax professionals for specific information regarding your individual situation.