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Our Services

Payne Financial Services Inc. specializes in identifying and implementing custom solutions for individuals and business owners. We work closely with attorneys and accountants to develop thorough solutions for our clients.

From setting up 401(k) plans, to investing nest eggs, to coordinating life insurance for complex business continuity plans, we are here to help you find the right fit for your needs. For many investments, we can offer you the choice of buying direct as a one-time transaction, or establishing a managed account for greater diversification and ongoing consultation.

Many business owners rely on us to be their key contact for their employee benefit packages. We help owners make decisions on how to best use their cash flow in ways that also help them retain loyal, happy, and healthy employees.

Our Core Offerings

For You

Strategies:

Retirement Planning

Income Planning

College Planning

Budgeting

Goal Based Planning


Investments:

Mutual Funds

Educational IRA And 529

Traditional IRA And Roth IRA

Individual 401(k)

Managed Accounts

Stocks

Bonds

Government Securities

Annuities

Real Estate Based Securities


For Your Business

Retirement Plans:

401(k)

SIMPLE IRA

SEP IRA

Money Purchasing Plans

Profit Sharing Plans


Insurance:

Group Health Insurance

Group Disability Insurance

Group Supplemental Insurance

Key Person Insurance

Executive Bonus Plan

Business Overhead insurance

Continuity, Buy-Sell, Cross-Purchase Funding

For Your Loved Ones

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Estate Planning 

College Planning

529 Plans

UTMA, UGMA

Defined Beneficiary Payout Options

Charitable Giving Plans

Trust Funding

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

andrew.payne@taiadvisor.com | (828) 264-5156