Financial Planning for Retirement | Financial Advisor & CFP®

Financial Planning That Helps You Retire Successfully

We build personalized financial roadmaps focused on lowering taxes, drawing income from the right accounts at the right time, and helping your money last throughout retirement.

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1 You’re nearing retirement.

2 You’ve built wealth.

3 You have $1M or more saved.

Now the real questions begin…

01 How do I create reliable income from my retirement savings?

02 How do I reduce my lifetime tax bill?

03 How do I invest wisely and make my money last?

We help families bring clarity to retirement by connecting your investments, taxes, estate planning and more into one coordinated roadmap – so you can step into the next chapter with confidence.

RETIRE ONCE. DO IT WELL.

Testimonials provided by current or former clients of Eagle Financial Planning without compensation.

Our Planning Process

Welcome to The Flight Plan Experience, our six-step, no-pressure way to build your financial plan.

Step 1. Introductory Meeting

A quick, relaxed conversation to see if we’re the right fit. We will get a high-level look at where you stand today and discuss what working together looks like.

Step 2. Discovery Meeting

We dig into the details of your finances today, your current strategy, and your goals for the years ahead.

Step 3. Analyze

Behind the scenes, we look at your investments, taxes, and overall strategy to build a coordinated plan around your goals and values.

Step 4. Strategy Meeting

You get a financial plan built around your situation, with clear next steps and strategy to optimize your retirement.

Step 5. Sleep On It

Take the plan home and think it over. There’s no pressure and no rush to decide.

Step 6. Onboarding

When you’re ready, we handle the paperwork and get your plan moving.

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What we cover

Full-Spectrum Retirement Planning

Everything you need. One advisor.

Cash Flow Planning

Tax Strategy

Investment Planning

Retirement Planning

Risk Management

Estate Planning

Most wealth management firms focus on one thing: your portfolio.
At Eagle Financial Planning, you get every aspect of your financial future covered with one, single advisor.

The RIGHT PARTNER MATTERS

Planning Designed for Your Next Chapter

Helping families simplify complexity, reduce tax burden, and retire with clarity.

What You Can Expect

Straightforward, transparent fee structure
Retirement planning designed around your life
Fee-Only, Fiduciary Certified Financial Planner®

What You’ll Never Experience

Hidden Fees & Costs
One-Size-Fits-All Recommendations
Undisclosed Conflicts of Interests

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Greg McCall

CERTIFIED FINANCIAL PLANNER®, Retirement Income Certified Professional®, Chartered Financial Consultant®

I grew up in Frisco, Texas, just north of Dallas, and since 2020, Idaho has become home for my family. My wife, Hayley, is a nurse at Saint Alphonsus in Nampa, and in 2024 we welcomed our son, Colton. Together with our golden retriever, Shiner, we love camping in the mountains, exploring the outdoors, and spending time with family and friends. We attend Compass Bible Church in Meridian, Idaho.

Before becoming a financial planner, I lived out a lifelong dream on the baseball field. I played at UT-Arlington before being drafted by the Milwaukee Brewers in 2014, spending three years in professional baseball. When I retired from the game in 2016, I knew I wanted to take the discipline, teamwork, and focus I had learned and apply it to helping people in a meaningful way.

I began my career as an advisor with a large broker-dealer, where I had the privilege of learning from a great company and talented mentors. While I valued that experience, I also saw firsthand how much of the industry is focused on selling products rather than truly serving clients.

That realization inspired me to build something different. I wanted to create a place where families receive real advice and thoughtful guidance without feeling like they’re being sold to. A place where I serve as a fiduciary, always putting clients first. A place that feels more like family than a business relationship.

My mission is simple: to help clients cut through the noise, design smart strategies, and live with confidence knowing they have a trusted partner on their side.

Eagle Financial Planning is based in Eagle, ID. We serve clients across the Treasure Valley here in Boise, but also nationwide in over 11 states.

FAQ’s

Our Most Common Questions

We primarily work with successful individuals and families nearing retirement who have saved $1 million or more for retirement.

Our clients have worked hard, saved diligently, and built meaningful wealth. Now they want clarity around how to turn those savings into lasting income, reduce taxes, and make smart decisions for the years ahead.

Many simply don’t want the stress of managing every financial detail on their own anymore – and they don’t have to.

While this is our typical client, we have plenty of clients that don’t fit that exact mold.

If we’re not the right fit, we’re still happy to answer questions and help point you in the right direction.

Retirement is one of life’s most important financial transitions. Our clients want experienced guidance and a clear plan.

We help you:

-Turn your savings into a dependable retirement paycheck

-Reduce taxes so you keep more of what you’ve earned

-Improve after-inflation returns while managing risk

-Create a coordinated strategy across investments, taxes, and estate planning

-Provide a trusted professional your spouse or heirs can rely on

In short, we help you retire with clarity and confidence – not guesswork.

We Specialize in Retirement.
We focus specifically on the financial decisions that matter most after age 50. Retirement planning has unique complexities, and we believe specialization leads to better outcomes.

We Connect the Dots.
Your investments, taxes, income strategy, and estate plan shouldn’t operate in isolation. We bring everything together into one coordinated roadmap.

We’re Fee-Only Fiduciaries.
We don’t sell products or earn commissions. Our advice is centered on what’s best for you -period.

We Limit New Clients.
We intentionally grow at a measured pace so every family receives thoughtful attention and highly personalized service.

Yes, and it’s a key part of what we do.

While many tax professionals focus on preparing last year’s return, we focus on planning ahead. For retirees and pre-retirees, thoughtful tax strategy can make a meaningful difference over time.

We help identify opportunities such as:

-Roth conversion strategies

-Smart withdrawal sequencing

-Social Security timing

-Planning around Required Minimum Distributions

We also offer in-house tax preparation so your strategy and your filings stay fully aligned.

That’s one of the most important questions we help clients answer. Retirement today can last 25–35 years. Markets fluctuate. Inflation rises. Healthcare costs increase. Simply relying on “average returns” isn’t a strategy.

We build retirement income plans designed to: Create sustainable, tax-efficient income that adjusts for inflation over time, while managing market volatility and sequence-of-returns risk.

It begins with a simple conversation.

Schedule an Introductory Meeting, and we’ll talk through your goals, current situation and what you’re looking for in a financial planning relationship.

If it feels like a good fit, we’ll clearly explain the next steps and what working together would look like. And if we’re not the right match, we’ll gladly help you find someone who is.

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