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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.
Buying / Selling / Starting a Business
Expecting / Adopting a Child
College Tuition Planning
Rental Property /
Second Home Purchase
Expected Inheritance
Sudden wealth can be one of the best things to ever happen to you. A lottery win or inheritance may test your urge to spend it all right away. As the euphoria wanes you will want a financial strategy that preserves and grows your newly acquired assets.
The life events you make happen for you – starting a new business, adopting a child, or changing careers - each has a unique financial profile, timeline, and cash flow requirement. A dream without a financial strategy to see it through remains a dream. Let us work with you to map out the assets you will need and when you will need them to make your biggest moves the most fulfilling decisions of your life.
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.
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