With more than two decades of experience, when planning for the future the greatest factor for success is starting early.
From the field to the flightdeck and back home, we have your six and best interests at heart.
Specializing in the unique financial planning needs of military families with an extended focus on:
Financial and retirement planning through all stages of life
Active Duty and Career Military:
It’s never too early to start planning for the future
Post Service:
Transition to the next stage of life with financial clarity
Legacy Planning:
Estate and education planning for future generations
Career Opportunities:
Starting a new business or career comes with a number of financial considerations and benefits
Real Estate:
Veterans have access to unique real estates benefits, which requires detailed strategic planning
Retirement:
Let us help you enjoy your hard work with the peace of mind that your financial future is secure
“As a veteran, giving back and serving those who have served is a personal mission that I’m proud to be a part of. As a firm we understand the complexities of military life, both while actively serving and post service. Our goal is to help you and your family realize the best quality of life for generations to come.”
“As fiduciaries, we are committed to always acting in the best interests of our clients. With our family’s deep-rooted history of military service, serving the military community and their families is a mission close to our hearts. Join our family, and let us use our expertise to secure your financial future, ensuring that those who matter most are cared for at every stage of life.”
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.
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