Greg McCall, CFP®, ChFC®, RICP®
Financial Planning That Helps You Retire With Confidence | CFP® | Fee Only
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Serving Clients Nationwide
Financial Planning That Helps You Retire With Confidence | CFP® | Fee Only
Areas of Focus
- Cash Flow
- Estate Planning
- Financial Planning
- High Net Worth Retirement Planning
- Investment Management
- Retirement Planning
- Tax-Efficient Planning
- Tax-Smart Distribution Planning
- Taxes
- Withdrawal Sequencing
About Greg McCall, CFP®, ChFC®, RICP®
Hi, I'm Greg McCall, founder of Eagle Financial Planning and Certified Financial Planner®.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, and also nationwide in over 11 states.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Consultant (ChFC)
- Retirement Income Certified Professional (RICP)
Affiliations
- Financial Planning Association
- National Association of Personal Financial Advisors
Primary Location
1243 E. Iron Eagle Drive, Suite 110D, Eagle, ID 83616
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an introductory Retirement Strategy Cal. 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. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Eagle Financial Planning
At Eagle Financial Planning, 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.What You Can Expect
✔️ Straightforward, transparent fee structure
✔️ Retirement planning designed around your life
✔️ Fee-Only, Fiduciary Certified Financial Planner®
Who We Serve
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.
What We Cover
▪️ 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.
Education
The University of Texas at Arlington, Bachelor of Business Administration (BBA), Marketing
Hobbies and Interests
- Baseball
- Camping
- Church
- Family
- Sports
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Families
- Gen X
- Gen Y / Millennials
- Individuals
- Intergenerational Families
- Living in Retirement
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