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Services

Sound financial strategies should outlast the uncertainty of the moment. Markets shift and economies change, but at Payne Financial Group, our customized strategies are built to evolve. That’s why we provide a consistent and objective perspective help to ensure your financial strategy is integrated for today and optimized for the future. As your advocate, we’ll also partner with other members of your financial team, such as CPA’s, attorneys, healthcare/medical specialists, and estate professionals to promote your financial well being.

While we can help you and your family in a variety of disciplines, here is a brief overview of our services menu:

  • Florida Retirement System
  • DROP Rollovers
  • Pension Maximization
  • BENCOR Special Pay and Sick Leave
  • 403b Savings
  • Investment Strategies
  • Retirement Income Planning
  • 401k Rollovers
  • Roth Conversions
  • Tax Planning
  • RMD Planning
  • Estate/Legacy Planning
  • Life and Long-term Care
  • Medicare Planning
  • Social Security planning