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Your Personalized Path to Financial Freedom

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When it comes to having a clear strategy to reach your financial goals, what is your single biggest problem, challenge or frustration?

The Payne Capital Management Difference

With an innovative take on the finance industry, the client comes first with a plan customized to their needs.

AS SEEN ON

AS SEEN ON

Do you Have a Financial Master Plan?


The client-centered approach at Payne Capital Management (PCM) can be encapsulated in these words:
Your Personalized Path to Financial Freedom. Our focus is to create a Financial Master Plan for you, by emphasizing all the financial issues that can impact you. This plan is based on four fundamental foundations supporting a scope far broader than just your investments:

income-generation-90

INCOME GENERATION

tax-optimization90

TAX OPTIMIZATION

estate-planning90

ESTATE PLANNING

financial-quarterback90

ASSET PROTECTION

Do you Have a Financial Master Plan?


The client-centered approach at Payne Capital Management (PCM) can be encapsulated in these words:
Your Personalized Path to Financial Freedom. Our focus is to create a Financial Master Plan for you, by emphasizing all the financial issues that can impact you. This plan is based on four fundamental foundations supporting a scope far broader than just your investments:

income-generation-90

INCOME GENERATION

tax-optimization90

TAX OPTIMIZATION

estate-planning90

ESTATE PLANNING

financial-quarterback90

ASSET PROTECTION

How We're Different

Personalized Focus

Our focus is exemplified by financial advisors, who work with only the number of clients they can easily contact on a regular basis to discuss investment performance and strategy.

We never receive referral fees or brokerage commissions

As a fee-based financial advisory group and fiduciary, PCM is bound by law to serve the best interests of our clients. As an independent firm, we never receive referral fees or brokerage commissions.

Freedom to select top investment products

Our recommendations are unbiased and exempt from the corporate mandates common to many industry competitors, so we have the freedom to select top investment products. Meticulous attention to detail sets us apart as well.

We maintain direct and consistent contact with clients

We maintain direct and consistent contact with clients on a regular basis. Payne Capital Management financial advisors also provide a full financial checkup annually with each client in person to offer a clear and comprehensive portfolio analysis.

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