My name is Dale Payne and I am an independent Financial Advisor in Colorado Springs. I've worked in securities since 1986 and as a licensed insurance agent since 1990. Over my 28 years of experience, I've found that it takes both securities and insurance to make a plan work. My objective is to help you achieve your goal of financial freedom. I can help you with a complete Financial Plan, Insurance needs, Annuities and even How to Save Money at any income level.
Independence allows me to “partner up” with money management services for stocks, bonds, CD, ETF's, mutual funds, variable annuities, and insurance products. As an independent insurance agent, I also have the freedom and diversity of choice. I am not a captive agent of any carrier so I can offer special insurance options for Life Insurance or Long Term Care.
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I will provide a written proposal on how you need to restructure your finances in order to achieve your financial goals. I will also provide you with financial support over the next 60 days.
Create an Income Stream You Cannot Outlive Depending on your time horizon, age, investment sophistication, and investment objectives; an Equity Indexed Annuity might be the right place to position your retirement dollars. Guarantees of principal protection, income options, and other benefits are made by an Insurance Company. You have to option to increase interest income […]
A saver is someone who does not and usually cannot accept risk. This can be because of age or upbringing. This could because of a lack of understanding about investing. This also can be just attributed to fixed pensions and standard of living. For the last 5 – 6 years the Fed has reduced interest […]
In today’s world kids are geographically dispersed. When the problem arises about mom or dad what is to be done? The job of taking care of a parent usually falls on one child. This can create resentment and division in a family. I have a simple answer in practice. The kids can buy a long […]
Financial Advisor Dale Payne discussing his 3 Bucket approach to saving money and planning for retirement. He’ll briefly go into detail about Pension Funds, Variable Annuities and how to get the most out of your money. This financial video will help guide you through how to apply the different money markets as well as choosing […]