Payne Financial Services, Inc. Servicing Veterinarians through the AVMALIFE, American Veterinary Medical Associations Life Insurance Trust.

Holistic Financial Planning

Our family office provides holistic and fiduciary financial planning services
*Services offered by Kevin Payne and Joshua Payne.

Who We Serve

  • Legacy-minded families with significant wealth looking to steward their assets and pass their legacy on to future generations.
  • Medical Professionals and Veterinarians throughout the various stages of their careers, business development, and succession planning.
  • Entrepreneurs who seek holistic guidance and a team of professionals working together for their benefit.

Bottom Trust

Front Row: Angie Payne, Kevin Payne and Joshua Payne

Back Row: Jesina King, Laura Hanna, Katherine Chenault, Randy Kidder, and Dominick Bonura

How We Serve

  • We act and work with passion for the wellbeing, happiness and financial success of our clients

  • We relentlessly develop our expertise as it relates to the needs of our clientele

  • We treat clients as part of our family and provide sincere and reliable teamwork for them

  • We provide clear, concise and consistent communication to our clientele. We believe in being radically transparent and honest with our clients