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 StrategiesInvestment 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
Who We Are
- Passion We act and work with passion for the wellbeing, happiness and financial success of our clients
- Specialized Knowledge We relentlessly develop our expertise as it relates to the needs of our clientele
- Superior Client Service We treat clients as part of our family and provide sincere and reliable teamwork for them
- Communication We provide clear, concise and consistent communication to our clientele. We believe in being radically transparent and honest with our clients