Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Payant | HOME

6371 Business Boulevard Suite 200
Sarasota, FL 34240

(800) 330-4248

Get Office Directions

1653 Sun City Center Plaza
Sun City Center, FL 33573

(813) 633-7333

Get Office Directions

Private Wealth Management For Select Individuals

 

Client Beneficiary

Here are some ways in which we have helped hundreds of families over the last 30 years:

  • We can assist you with finding an assisted living or nursing home for your parent(s) 
  • We can assist you with evaluating your parent(s) income needs when making the transition to a facility
  • We can assist you when a loved one is in the hospital and financial decisions need to be made
  • We can assist you during that emotionally draining time when you learn that a loved one has passed away
  • We can assist you in making final arrangements
  • We can assist you in finding a local realtor to sell their home
  • We can assist you in finding an auctioneer to sell furniture or personal effects
  • We can assist you with the timely settlement and transfer of your parents’ estate to appropriate beneficiaries consistent with their wishes
  • We can assist you in working with your parents’ attorney to accomplish their wishes
  • We can assist through our separate tax service to prepare the final income tax and estate tax returns
  • We can help you navigate the complicated rules and regulations associated with inherited IRAs 
  • We can assist you as we have hundreds of others and help you make good retirement planning decisions
  • We can assist you to evaluate lifetime pension payout alternatives
  • We can help evaluate life insurance needs to protect survivors
  • We can assist in career changes including evaluation of incentive severance packages and retirement rollover opportunities to IRAs
  • We can help you manage your own portfolio now and any inheritance received in the future 
  • We can assist you to protect against the cost of long term health care

Please feel free to call upon us. We look forward to assisting you!