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:
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
❤️ We Lead With Passion
We act with genuine care for the wellbeing, happiness, and financial success of our clients.
📚 We Never Stop Learning
We relentlessly develop our expertise to meet the evolving needs of those we serve.
🤝 We Treat You Like Family
Clients become part of our inner circle. We provide sincere, reliable teamwork built on trust.
🔍 We Communicate With Radical Clarity
Clear. Concise. Consistent. We believe in full transparency and honest conversations—always.