Your Partner for Success
Our commitment is to help you work towards achieving all your financial goals and to provide you with a “worry free” retirement. At Payson Financial, Insurance and 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 by utilizing numerous investment products and strategies, so we can help protect our client’s lifestyle for a lifetime.
Getting what you want out of your money may require the right game plan.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
There are things about Social Security that might surprise you.
When to start? Should I continue to work? How can I maximize my benefit?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to compare the future value of investments with different tax consequences.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A special needs trust helps care for a special needs child when you’re gone.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Taking your Social Security benefits at the right time may help maximize your benefit.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What are your options for investing in emerging markets?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.