About Us
Top 1%
We consistently provide valuable financial planning, investment management, and world class service to our clients.
Our Business Profile
See our article, "Integral Financial Services Together Under One Roof."
World Class Service
Our team's efforts aim to help clients realize their goals within a disciplined, insightful, and rewarding relationship.
Client Bill of Rights
Meeting the individual needs of our clients is our chief concern, and we require the same standard for our employees and our affiliates.
Client Meetings
You can visit us for an in-person meeting at the Payant Financial Plaza or we can join you virtually!
Our Approach to Managing Your Wealth
Other advisors often hire someone else who most likely doesn't know your financial story. We believe there is a better way.
Addressing Major Risks
We recognize how important the economy is in developing a successful long-term retirement strategy.
Meet our "Economic Strength Index"
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Could Your Retirement Plan be set up for Failure?
Our approach provides retirees a "peace of mind safety net" with a greater opportunity for "success".