Why Choose Us
We understand that it’s important for you to have a trusted professional you can count on to provide you with accurate and helpful information. Payson Financial, Insurance and Financial Services wants to be your trusted professional. We are committed to putting clients’ interests above all else. In fact, we’re required by law to do just that. As Investment Advisor Representatives, Sam and Debbie are held to a fiduciary standard, which means always acting in the best interests of our clients at all times. It’s our fiduciary duty to provide the very best strategies we can for your unique situation, helping give you greater confidence when planning for your financial future.
You deserve to know that your best interests and needs come first so you can trust the guidance you receive and make more informed decisions. We believe that if we can educate our clients to be better stewards of their assets in retirement, they will have the ability to make better choices. People make better choices when armed with better advice. It is said that knowledge is power, but in our opinion, knowledge only becomes powerful when that knowledge is acted upon.
Although our specialty is working with individuals who are retired or about to retire, we are seeing an increasing number of 35 – 50 year olds.
These individuals are particularly appreciative of our utilization of Video Conferencing. We welcome anyone in any stage of the planning process who is interested in learning the steps they need to take to reach their retirement financial goals. To learn more about what we do, call our office at (888) 285-5859 or better yet, request your personal video conference using the embedded links on any page of this site.
Fiduciary duty extends solely to investment advisory advice and does not extend to other activities such as insurance product sales, including annuities, life insurance, and long term care insurance or broker dealer services. Advisory clients are charged a quarterly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. IAR is also a licensed insurance agent. In this capacity, IAR may offer fixed life insurance products and receive normal and customary commissions. The client is under no obligation to purchase products through IAR on a commissionable basis. In addition, IAR may receive other compensation such as fixed or variable life trails. The potential for receipt of commissions and other compensation when IAR acts as an insurance agent may give IAR an incentive to recommend insurance products based on the compensation received.