We want to help you “Make the most of your One Life and Legacy!”
- Our Keystone Financial Consulting team specializes in serving those who have worked hard to achieve success. Their net worth or income places them in the top 10% of Americans.
- Our Payne Wealth Partners team specializes in serving those with net worth in the top 1%. Their wealth is multi-generational and has a legacy focus.
- Many of our clients are business owners, executives, or high-income earners.
Our solutions address what we think are shortcomings in traditional financial services…
Shortcoming #1. Too much focus (and cost!) is typically spent on investment solutions – that’s how brokers are paid.
Shortcoming #2. Too little focus is often spent on planning and family financial decision-making.