Through more than two decades of experience what is clear to us is that the earlier you start planning the greater your chances of achieving success.
Our financial assessment and retirement go hand and hand and are meant to give you an immediate assessment of where you are today and identify priorities and action items that can have an immediate impact on your future. The retirement assessment is intended to give you a roadmap to identifying and realizing your goals.
Our special focus areas are more comprehensive with the outcome of a full assessment, presentation of your options, and plan/strategy for execution.
BUILDING THE FOUNDATION
AGES 20-29
Investing in retirement, first time home purchase, family planning, stock options
RAPID ACCUMULATION
AGES 40-54
Beginning of high-income years, asset accumulation, college years for children
FINANCIAL INDEPENDENCE
AGES 55-65
Peak asset years and retirement planning stages, caring for aging parents, grandkids, college funding
CONSERVATION YEARS
AGES 70-84
Retirement transition, travel, legacy and succession planning, golden years
Portfolio Review, Assessment, and Recommendations
Stock Options and Concentrated Stock Planning
Estate Planning and Insurance Assessment
Concentrated Stock Planning
Real Estate Wealth and Financing
Education & College Planning
Estate Distribution Strategy
Wealth Transfer Years
Portfolio Review, Assessment, and Recommendations
Stock Options and Concentrated Stock Planning
Estate Planning and Insurance Assessment
Concentrated Stock Planning
Real Estate Wealth and Financing
Education & College Planning
Estate Distribution Strategy
Wealth Transfer Years
Caring for aging parents is something most people do not give serious thought to until circumstances require immediate action. A conversation about the need for elevated levels of care, (what will happen and how it will be paid for), can be one of the hardest conversations between parent and child.
The end of a marriage by divorce or death of a spouse, can be the biggest financial disruptions of your life. After losing someone your life had been intertwined with, you must sort out your finances and emerge with a plan that will allow you to thrive.
A once in a lifetime event can require a life-long financial plan.
Life can happen to you, or you can make life happen for you. Either way, some events need a financial strategy that will help you make sense of where you are and where you go from here.
Caring for aging parents is something most people do not give serious thought to until circumstances require immediate action.
The end of a marriage by divorce or death of a spouse, can be the biggest financial disruptions of your life.
A once in a lifetime event can require a life-long financial plan. Life can happen to you, or you can make life happen for you.
Advisory services offered through Eastsound Capital Advisors, LLC dba Capital Advisors360, Advisors360 & Western Financial.
Eastsound Capital Advisors, LLC (“ECA”) is registered as an investment adviser with the United States Securities and Exchange Commission (the “SEC”). The information herein has not been approved or verified by the SEC, or by any state securities authority. ECA provides individual client services only in states in which it is filed or where an exemption or exclusion from such filing exists. Registration with the SEC does not imply a certain level of skill or training. 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.
The companies listed on the website including Schwab, Interactive Brokers, Envestnet, Asset-Map, Money Guide Pro, Nitrogen, Elements, Capital Advisors360, Quantifiable Edges LLC, and Heritage Capital LLC are separate and unaffiliated firms that are not responsible for each other’s services or policies. The listed firms do not endorse or recommend any advisor, and the use of their logos does not represent the endorsement or recommendation of any advisor. The trademarks above are the property of their respective owners.
Base plan starts at $2500 single, $5,000 couple, $5,000 estate. Special Focus areas are to be determined after consultation.
What you get? A financial plan tailored to your situation and your current goals. With concrete action items that you can execute immediately.
Success of the plan is based on implementation.