Financial Advisors
Eagle, ID
Eagle Financial Planning, led by CFP Greg McCall, provides comprehensive retirement and financial planning for families with $1M+ in savings across the Treasure Valley and nationwide. The firm takes a full-spectrum approach—coordinating investments, tax strategy, estate planning, cash flow, and risk management into one integrated roadmap rather than focusing solely on portfolio management. As a fee-only fiduciary advisor, Greg prioritizes client interests over product sales and is known for personable, transparent guidance tailored to each family's goals and values.
Ideal for: Families nearing or in retirement with $1M+ in savings, high-net-worth individuals seeking integrated tax and estate planning, successful professionals wanting transparent fiduciary advice
Service area: Eagle, Boise area Treasure Valley, and nationwide across 11+ states
Fee-Only Fiduciary Model: Operates with no hidden fees, commissions, or conflicts of interest. As a fiduciary, Greg is legally required to put client interests first at all times.
Full-Spectrum Coordination: Integrates investments, taxes, estate planning, cash flow, and risk management into one coordinated plan—not just portfolio management like most wealth firms.
Free Retirement Strategy Session: Begins with a no-pressure consultation to clarify goals and discuss fit before any commitment, with ongoing guidance as circumstances evolve.
Address: 1243 E Iron Eagle Dr Suite 110D, Eagle, ID 83616
Phone: (208) 370-3170
Website: planwitheagle.com
Looking for more options?
See more Financial Advisors in Eagle →