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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

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Power of Compound Interest

The Power of Compound Interest

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

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

 

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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.

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Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Bridging the Confidence Gap

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

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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