Payne Financial Group

Payne Financial Group It's not what you make, it's what you keep Payne Financial Group and BENCOR, Inc. Carpinteria CA 93013. Retirement Partners or BENCOR Inc.

David Payne founded our firm in 1978, and throughout his nearly four decades in the industry, David has helped countless investors maximize their wealth and enjoy the retirement they deserve. While working with individuals and families of all backgrounds, he has become an independent provider of investment and retirement planning services to school district employees throughout the state of Florid

a. David and his team of professionals are among some of the most reputable advisors in the industry, having formed an exclusive contract with BENCOR and other leading firms. Today, Payne Financial Group has expanded into a multi-generational, family-run office with over $250 million in assets under advisement. While David’s leadership remains integral to the firm, he reinforced his experience and knowledge by partnering with his son, Travis, who formed his own practice in the industry. With both firms working cohesively, Payne Financial Group continues its heritage of excellence in helping clients enjoy greater financial independence. advisors are registered representatives of and offer only securities and advisory services through PlanMember Securities Corporation. A registered broker/dealer,investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave. (800) 874-6910 PlanMember is not the broker/dealer for U.S. Payne Financial Group and U.S. Employee Benefits Services Group are independently owned and operated companies and not affiliated with PlanMember Securities Corporation. PlanMember is not liable for ancillary products or services offered by this representative or any of the mentioned companies.

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
06/03/2026

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

Have a kid heading off to college? Here are a few tips.
06/01/2026

Have a kid heading off to college? Here are a few tips.

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

You can help ensure that losing your wallet doesn't turn into something bigger.
05/29/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Generate income and rebuild principal. A powerful one-two punch.
05/27/2026

Generate income and rebuild principal. A powerful one-two punch.

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital ...
05/25/2026

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

Understanding how capital gains are taxed may help you refine your investment strategies.

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision...
05/22/2026

Whether you are already retired or just starting to prepare, take a look at your home. Is rightsizing the right decision?

What does your home really cost?

Working in Retirement: New trend or same old story?
05/20/2026

Working in Retirement: New trend or same old story?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Secrets of the Temple:  How the Federal Reserve works.
05/18/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

To make money harder to copy, there have been continual changes to the artwork, paper and ink.
05/15/2026

To make money harder to copy, there have been continual changes to the artwork, paper and ink.

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Is there a role for both active and passive investments in your portfolio?
05/13/2026

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Address

1052 Willa Springs Drive
Winter Springs, FL
32708

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 3pm

Alerts

Be the first to know and let us send you an email when Payne Financial Group posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share