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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.

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Since 1978, our advisors have empowered clients in all areas of their financial lives.

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Our customized strategies are engineered to help you harvest your wealth.

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Check out our videos and upcoming events to stay in command of your financial world.

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Helpful Content

A Brief Guide To Condo Insurance

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

The Power of Compound Interest

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Roth 401(k) vs. Traditional 401(k)

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

 

How to Invest in LGBTQ+ Friendly Companies

This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Preparing for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

4 Steps to Protecting a Child with Disabilities

Planning for a child with special needs can be complicated, confusing, and even overwhelming.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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