Create Your Crisis Game Plan

Are you unsure of what to do or who to speak with before making a costly decision about your retirement? Especially right now with the markets in turmoil, it is essential for your future goals to be invested correctly!

Let's Talk
We can create a game plan for you.

In these volatile times, make sure you make the right decisions for your retirement plan.

The first step is a complimentary 15-minute phone call. This will give us both a chance to evaluate each other to see if we might be a good fit for your financial needs. If we are not a good fit, we can recommend others who might be.

We work with professionals with an annual household income of at least $250,000, or individuals or households who have investment assets of $500,000 or more.

Next step is a 1 hour meeting

to put a full financial picture together, starting with your goals. We ask that you bring in all relevant financial documents to this meeting.

Download our Get Started Package

We run the numbers!

We will put together our PCM Master Plan that will include: income generation, tax optimization, estate planning and asset protection

Final video conference 1 hour-1.5 hour meeting.

We will show your personalized path to financial freedom that will include step by step process in laymen’s terms how to get there.

Think about it and decide if we’re a good fit!

If you do decide to work with Payne Capital, we are a fee-based financial firm and charge a percentage of assets under management

We can create a game plan for you.

1. SCHEDULE A CALL

In these volatile times, make sure you make the right decisions for your retirement plan.


The first step is a complimentary 15-minute phone call. This will give us both a chance to evaluate each other to see if we might be a good fit for your financial needs. If we are not a good fit, we can recommend others who might be.

We work with professionals with an annual household income of at least $250,000, or individuals or households who have investment assets of $500,000 or more.

2. VIDEO CONFERENCE

Next step is a 1 hour meeting


to put a full financial picture together, staring with your goals. We ask that you bring in all relevant financial documents to this meeting.

3. WE RUN THE NUMBERS

We run the numbers!


We will put together our PCM Master Plan that will include: income generation, tax optimization, estate planning and asset protection

4. LET'S REVIEW

Final video conference 1 hour-1.5 hour meeting.


We will show your personalized path to financial freedom that will include step by step process in laymen’s terms how to get there.

5. YOU DECIDE

Think about it and decide if we’re a good fit!


If you do decide to work with Payne Capital, we are a fee-based financial firm and charge a percentage of assets under management

Stay Connected

Sign up to receive the latest podcasts!

Schedule your call

If you’re ready to get started – the first step is 15 minute phone call with a PCM Advisor: