Broker Check

Educate * Collaborate * Plan * Build 

Call Us Today!
888-285-5859

 

Payson Financial Insurance & Financial Services |California | Retirement Income Planning

(888) 285-5859
sam@paysonfinancial.com

Knowledge is power. Sam is an Investment Advisor Representative holding a series 65 License in California and has received the Retirement Income Certified Professional® Designation (RICP®). When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future.

As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, I’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future.

I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.