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
Helpful Content
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
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.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Choices for Your 401(k) at a Former Employer
Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
View all articles 
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
View all calculators
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.