COMPREHENSIVE FINANCIAL PLANNING

Process Wheel

OUR PROCESS

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 research and advice for you as you face not just investment allocation decisions but all of life’s financial decisions.

Financial planning areas of expertise:

  • Business and Succession Planning

  • Protection planning

  • Debt planning

  • Education planning

  • Retirement planning

  • Investment planning

  • Estate planning

As a fiduciary, our process allows us to provide solutions that are in your best interest.

Learn more about Eagle Strategies here:

EAGLE STRATEGIES

FAMILY FINANCIAL PLANNING MEETINGS

Multigenerational Families with significant wealth of $10 million or more and a desire for the perpetuation of a legacy should consider incorporating multigenerational family planning meetings into their estate and financial planning.

Services offered with Family Financial Planning Meetings:

  • Family business updates

  • Review of family's wealth and finances

  • Estate and tax planning strategy updates

  • Financial education for rising generations

  • Incorporation of philanthropic goals as a family

  • Introduction to the family's advisors

We are passionate about helping families create and strengthen bonds that will last for generations. Bringing the family together in an intentional manner can mean the difference in the outcomes and management of the family's legacy by future generations.

Services offered by Kevin Payne and Joshua Payne