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 StrategiesFAMILY 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
How We Serve
- We act and work with passion for the wellbeing, happiness and financial success of our clients
- We relentlessly develop our expertise as it relates to the needs of our clientele
- We treat clients as part of our family and provide sincere and reliable teamwork for them
- We provide clear, concise and consistent communication to our clientele. We believe in being radically transparent and honest with our clients