Effective Financial Planning

Personal Financial Planning & Investment Management

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 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.

Investment Management

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 Payne

Email KevinEmail JoshuaCall 785-828-4578


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