Strengthening Your Financial Wellness
Welcome to Payne Financial Group, one of Central Florida’s comprehensive financial services firms. With over 100 years of collective experience, we specialize in helping clients navigate the road to retirement and build confidence in their future.
As your advocate, we believe that the strategies and advice we provide should extend well beyond investments alone. Truly successful and holistic solutions take your entire life into account and manage the complexities that come along with it. By drawing on leading industry alliances and relationships with every school district in Florida, we are dedicated to getting your financial house in order.Contact Us
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
A letter of instruction provides additional and more personal information regarding your estate.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This calculator can help you estimate how much you should be saving for college.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Investors seeking world investments can choose between global and international funds. What's the difference?
It's easy to let investments accumulate like old receipts in a junk drawer.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
$1 million in a diversified portfolio could help finance part of your retirement.
Women must be ready to spend, on average, more years in retirement than men.
A bucket plan can help you be better prepared for a comfortable retirement.