Q & A
What does it mean to be a fiduciary?
A fiduciary is a professional who acts in the best interest of their client at all times. As fiduciaries we are both morally and legally held to this standard at all times.
What do our Credential mean?
WMCP® - The Wealth Management Certified Professional. Learn more here: https://badges.theamericancollege.edu/b198c5d1-bd41-4534-95db-359773f9c73a#gs.eol1dg
CFP® - The Certified Financial Planner™. Learn more here: https://www.letsmakeaplan.org/how-to-choose-a-planner/why-choose-a-cfp-professional
ChFC® - The Chartered Financial Consultant. Learn more here: https://badges.theamericancollege.edu/7a1e411f-9be4-4dde-bd27-77d2828c7a07#gs.eolvci
LUTCF® - The Life Underwriter Training Council Fellow. Learn more here: https://www.kaplanfinancial.com/professional-development/fraternals/lutcf
FSCP® - The Financial Services Certified Professional. Learn more here: https://badges.theamericancollege.edu/5ccab64d-34be-41e2-9a5e-b9d587069aef#gs.eolszg
CLTC® - The Certification for Long-Term Care Professional. Learn more here: https://www.ltc-cltc.com/page/about-designation
CLU® - The Chartered Life Underwriter Professional. Learn more here: https://badges.theamericancollege.edu/6619e008-afd0-4ded-afa8-29d3196056d4#gs.eolo7y
How can I become a client?
To submit a general inquiry, navigate to the contact us page of this website and email Laura@paynefs.com.
For inquiry regarding private multi-family office services, navigate to the associated website page and complete the request form.
To reach an advisor directly, email the address found in the Our Team page bio for the advisor.
Can I work with Payne Financial Strategies virtually?
Yes! Our advisors work with clients across the country both virtually and in person.
How We Serve
❤️ We Lead With Passion
We act with genuine care for the wellbeing, happiness, and financial success of our clients.
📚 We Never Stop Learning
We relentlessly develop our expertise to meet the evolving needs of those we serve.
🤝 We Treat You Like Family
Clients become part of our inner circle. We provide sincere, reliable teamwork built on trust.
🔍 We Communicate With Radical Clarity
Clear. Concise. Consistent. We believe in full transparency and honest conversations—always.
