By thoroughly discussing and analyzing your goals, needs, and objectives we are able to design effective financial strategies for you and your family. Our resources allow us to provide detailed advice, research and reports for you as you face life’s decisions.
As a fiduciary, our process allows us to provide solutions that are in your best interest
Financial planning areas of expertise:
- Protection planning
- Debt planning
- Education planning
- Retirement planning
- Investment planning
- Estate planning
Learn more about Eagle Strategies here:Eagle Strategies
Single Purpose Financial Planning
If you need guidance through a complex financial decision, we can assist you to make educated, efficient decisions.
Comprehensive Financial Planning
By reviewing your entire financial situation and addressing all of your concerns, we can provide ongoing organization, management and resources for you to monitor your financial assets.
Also, through Eagle Strategies LLC, we provide insightful and personalized investment management. We offer a range of portfolio services to best meet your investment needs.
Eagle provides access to leading asset managers through its investment advisory programs. It partners with non-proprietary asset managers who can stand up to its Investment Research and Due Diligence team’s rigorous requirements. Before an asset manager is added to Eagle’s platform, it is thoroughly vetted and continuously monitored to ensure it meets Eagle’s stringent investment criteria. Additionally, its roster of asset managers is continually evaluated to ensure it offers the breadth and depth of solutions necessary to help you meet your financial goals.
Investment Services Offered:
- Fund Advisory
- Separately Managed Accounts
- Charitable investing
- Rep Directed Programs
- Retirement Accounts
- Brokerage Accounts
Services offered by Kevin Payne and Joshua PayneEmail KevinEmail JoshuaCall 785-828-4578