Payne Financial Group

Payne Financial Group It's not what you make, it's what you keep Payne Financial Group and BENCOR, Inc. Carpinteria CA 93013. Retirement Partners or BENCOR Inc.

David Payne founded our firm in 1978, and throughout his nearly four decades in the industry, David has helped countless investors maximize their wealth and enjoy the retirement they deserve. While working with individuals and families of all backgrounds, he has become an independent provider of investment and retirement planning services to school district employees throughout the state of Florida. David and his team of professionals are among some of the most reputable advisors in the industry, having formed an exclusive contract with BENCOR and other leading firms. Today, Payne Financial Group has expanded into a multi-generational, family-run office with over $250 million in assets under advisement. While David’s leadership remains integral to the firm, he reinforced his experience and knowledge by partnering with his son, Travis, who formed his own practice in the industry. With both firms working cohesively, Payne Financial Group continues its heritage of excellence in helping clients enjoy greater financial independence. advisors are registered representatives of and offer only securities and advisory services through PlanMember Securities Corporation. A registered broker/dealer,investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave. (800) 874-6910 PlanMember is not the broker/dealer for U.S. Payne Financial Group and U.S. Employee Benefits Services Group are independently owned and operated companies and not affiliated with PlanMember Securities Corporation. PlanMember is not liable for ancillary products or services offered by this representative or any of the mentioned companies.

Could your portfolio benefit from a zero-coupon bond?
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Could your portfolio benefit from a zero-coupon bond?

Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.

For a small business, the loss of a key person could cause financial hardship.
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For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
09/11/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-...
09/09/2026

Making objective choices can be tough when investing, but many savvy investors know how to keep their decisions emotion-free.

Savvy investors take the time to separate emotion from fact.

Committed to increasing your financial literacy? Don't be afraid to ask questions.
09/07/2026

Committed to increasing your financial literacy? Don't be afraid to ask questions.

Many Americans are operating their personal finances with only the barest minimum of knowledge.

A disability could keep you from work and increase costs. How can you protect yourself?
09/04/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

Property taxes too high? Here are ways to potentially lower your assessment.
09/02/2026

Property taxes too high? Here are ways to potentially lower your assessment.

For homeowners who think their property taxes are too high, there are ways to appeal.

You’re the conductor of your 401k, IRA and taxable savings.
08/31/2026

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
08/28/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

There are four basic steps to calculating the value of an estate.
08/26/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Address

1052 Willa Springs Drive
Winter Springs, FL
32708

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 3pm

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