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Retirement and Savings

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Researching your retirement and savings plan is an excellent first step

Now, take the second step with Payton Financial.

Retirement planning is critical for your future.

With the right savings account, you’ll be ready to enjoy your golden years.

But… are you ready for retirement?, Do you know how much money you’ll need? Amongst your friends or family, you may discuss wealth, but you’ll rarely discuss money. Money is more explicit, it’s raw. It’s intensely personal and highly charged. It can make you feel guilty when you have it – or ashamed if you don’t.

Our client’s understand that our goal is to ensure that their retirement is worry-free, at least when it comes to your money and your wealth.

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Think of it this way:

  • How would you feel if you didn’t have to worry about going to an office every morning, or paying your bills?
  • What would it be like to live your life on your own terms?
  • What would it mean to know you had the opportunity to start your own business, or that you could afford to buy a new home, send your kids to college, or have the freedom to travel the world?

How would you live your life if you could wake up each day knowing there was enough money coming in to cover not only your basic needs, but also your goals and dreams?

The truth is, a lot of us would continue to seek ways to stay busy. But we’d do it from a place of joy and abundance. Our work would continue, but the “rat race” would end. We’d work because we want to, not because we have to. And that’s the key to a successful retirement.

This is where Payton Financial helps.

With the assistance of our CIPs, your retirement plans will become a reality allowing you to live your golden years how you’ve always dreamed.

A comfortable and dignified retirement is not something that happens spontaneously, it requires you to know exactly how much money you need to cover all of your financial needs.

Our Retirement Account has been specifically designed for you to make periodic deposits giving you the benefit of compounded returns in order to achieve the financial goals you have wished for.

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Open an Account

A recent survey conducted by insurance companies asked baby boomers to name their number one fear. The single most prevalent fear was that they would outlive their savings. According to the EBRI, the Employee Benefits Research Institute, 48% of all working Americans haven’t even calculated how much money they’ll need to retire.

It’s okay if you’re part of that 48%. But it’s not okay if you are reading this all this and still haven’t started to wonder what you need to do next.

Have you calculate how much money you need to retire?

How do you know you won’t outlive your money?

Given the recent advances in science, the reality is that there’s a 50% chance that, among married couples, at least one spouse will live to the age of 90 and a 25% chance that one will live to 97. And with longer lives, we expect longer – much longer—years for our retirement. Fifty years ago, the average retirement was twelve years. Someone retiring today at age sixty-five is expected to live to eighty-five or longer. That’s twenty-plus years of retirement. And that’s the average. Many people are now expecting more than thirty years of retirement.

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Our goal at Payton Financial is to have an honest and open conversation about your future financial goals.

We take that into account when we design a plan that suits your financial goals.

The result is a simple and effective way for you to fund your golden years, without the complexity and technical jargon that we know you don’t want to deal with. Let us worry about the technical side, all you need to concentrate on is what you’ll do with your newly found financial freedom.

How does this work

Our Payton Financial Certified Investment Planners will set up a time for you to speak. During that conversation, we’ll cover your financial goals. What’s the purpose of your savings? How long do you want to save? How much can you afford to save on a monthly basis? With this, and other relevant information, you and your CIP will design a savings plan that puts your financial needs first.

After all, ensuring that your retirement years are truly golden is our driving force.

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Define your financial goals

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How long do you want to save?

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Our Accounts

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Increase your savings by invest monthly in our dynamic portfolios

Managing a portfolio requires a significant amount of time and investment expertise. As a result, many investors choose to engage with an experienced Financial Advisor who can work closely with them.

Learn more

How much can I save with Payton?

Payton's periodic contribution accounts make it easy for you to achieve your financial goals. Our calculator can help you visualize your returns based on your contribution amounts.

Go ahead, try it out and see how much money you can save!

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