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6151 Lake Osprey Drive
Sarasota, FL 34240

(941) 373-1317

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1653 Sun City Center Plaza
Sun City Center, FL 33573

(813) 633-7333

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Private Wealth Management
For Select Individuals

 

Do you know your retirement health score?

Our commitment is to help you work towards achieving all your financial goals and to help provide you with a "worry free" retirement. At Payant Financial Services, we have a commitment to excellence in everything we do.

We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future. We provide impeccable client service to help reduce taxes and protect assets. We use numerous investment strategies in order to help protect our clients’ lifestyle for a lifetime.

 

Helpful Content

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Your DNA Test

Your DNA Test

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

 

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Orchestrating Your Retirement Accounts

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

Tips to Prevent the #1 Cause of Marital Rift

Couples may be able to head off many of the problems in a marriage that money can cause.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Junk Drawer Approach to Investing

It's easy to let your investments accumulate like the junk in a junk drawer. This may not be the best approach.

Rightsizing for Retirement

What does your home really cost?

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