Payne Financial Strategies, Inc.

08/20/2026

Two studies have raised new questions about the size and impact of the coming great wealth transfer.

08/19/2026

Lots of movement happening at the Payne Financial Strategies office!

The progress is really starting to show:

• Front-side sidewalk is poured ✅
• Stone has arrived and installation is scheduled 🪨
• Drywall has been delivered and is ready to be hung 🔨

We’re excited to watch the interior come to life over the next couple of weeks. It’s getting real! We can’t wait to share the finished space with you.

08/18/2026

08/17/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

08/17/2026

Upcoming ballot measures in several states could provide additional property tax relief for older adult homeowners.

07/29/2026

We've officially entered what might be the least glamorous stage of construction...

We're patiently waiting on insulation and drywall.

At this point, we're checking on the building about as often as kids ask, "Are we there yet?" The answer is always, "Not quite... but we're getting closer!"

The good news is the exterior is really starting to come together, and the finishing touches outside should be wrapped up soon!

Thanks for following along with the journey. More updates coming soon!

07/27/2026

Many of the most exciting growth companies today are staying private longer than ever before.

Today, there are more efficient ways for qualified investors to gain exposure to private markets through professionally managed investment accounts.

For the right investor, private equity can serve as a valuable complement to a traditional stock and bond portfolio by providing exposure to companies that may never reach the public markets.

If you've wondered whether private equity has a place in your portfolio, we'd be happy to have that conversation.

07/24/2026

This week's update: the security cameras are officially wired and ready to go.

So, if you've ever wanted to know what a Financial Planner looks like after their third cup of coffee... we're getting closer. ☕📹

Or if you've ever wondered how many trips it takes to carry everything from the truck in one load (it's always one, no matter the risk), we may soon have the footage to prove otherwise.

In all seriousness, it's exciting to see another piece of the puzzle come together. Every week gets us one step closer.

A big thank you to everyone helping bring this project to life. We can't wait to share more updates as the finish line gets closer!