Now we better know the rules of the game

We live in a country where the transition of power (or retention of power) occurs in a fair and orderly fashion.  Compare this to much of the world where such is not the case.

The voters have spoken and in so doing have chosen the programs as offered by the administration of President Obama.  As advisors to families who have accumulated high levels of net worth, we believe that Obama policies will seek a larger share from our clients.  It is important to recognize this, and plan accordingly.

There is a window of time between now and December 31, 2012 where we still get to play by the “old” rules as to wealth transfer and income taxes.  This is an important opportunity and one that should not be missed.  We all have much to do before year-end.


The information in this material is only as current as the date indicated, and may be superseded by subsequent market events or for other reasons. While all information prepared in this document is believed to be accurate, any statements of opinion constitute only current opinions of Payne Wealth Partners, Inc., which are subject to change and which Payne Wealth Partners, Inc. does not undertake to update. Accordingly, you should not put undue reliance on these statements. The information does not attempt to examine all the facts and circumstances that may be relevant to an individual’s financial needs. Payne Wealth Partners, Inc. is not soliciting any action based on these statements.

Contact Our Offices

Payne Wealth Partners, Inc.
Keystone Financial Consulting
601 N Cross Pointe Blvd
Evansville, IN 47715
Phone: 812-477-6221
Toll Free: 888-477-6221
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