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Our Beliefs

Independence. Integrity. Trust.

Independence is everything. Free from the constraints of outside interests, Payne Financial Group operates exclusively on your behalf. Our independence symbolizes our commitment to your success, and it enables us to pursue your goals as if they were our own.

Integrity empowers us to provide truly objective advice and build solutions optimized for your success. While financial products may come and go, trusted relationships and custom solutions will stay the course. That’s why we create comprehensive and flexible financial strategies that meet the needs of today while laying the foundation for tomorrow. We believe your goals, business commitments, and family situation deserve unique solutions that are customized to you and adaptable to change. When your life evolves, so should your strategies.

Our Mission

We make it our mission to inspire clients to achieve true financial wellness. Through ongoing education, clear communication, and a level of personalized service that exceeds expectation, we dedicate our expertise to your continued success.

Since our inception, we have assisted Florida Retirement System employees, their friends, and their families as they navigate the road to financial freedom. By drawing on leading relationships, access, and solutions across the industry, our team of advisors paints a dynamic and complete retirement picture for each and every client.

We believe truly holistic and well-rounded retirement plans should encompass all aspects of your financial life, from investment management to tax strategies, estate planning to risk management and more. To remain competitive and achieve your most valued goals, our retirement plans are built to evolve with changes in the market, interest rates, and most importantly, your life. By holding regular face-to-face meetings and reviews, our team actively maintains your plan through all stages of life.