Sue Simon and Beth Jones from Third Eye Associates (Aired on April 7 and April 8th, 2018)

Summary: Eye for Financial Planning (Aired on April 7 and 8, 2018) RadioRotary interviews Red Hook Rotarian Susan Simon and Beth Jones, both of Third Eye Associates, Ltd, a fee-only registered investment advisory firm that provides financial life planning, financial transition planning, and wealth management services, with offices in Red Hook, New York City, and Washington, D.C. Their model is based on an […]