About The Author
THE MISSION: To make widely available–without cost–conflict-free information for planning with confidence the journey through retirement.
The journey is challenging enough! Let’s make the planning straight-forward. Heading off in the right direction increases the odds that retirement will be enjoyable, rewarding and fulfilling.
Fred Payne, CFP®, NCG
I’m Fred Payne. Over nearly four decades, I have advised hundreds of people on their travels during their last great adventure in life. Despite the uncertainties of life, I believe that the best is yet to come. My counsel is that we all need to take advantage of the time we have left. Life is fragile. By being proactive, we can hope for a future enriched by informed preparation and resiliency in crisis.
In 2020, I sold the investment advisory firm I founded in 1998. At the time of its sale, the firm managed over $6.5 billion of client assets. Since then, I have enjoyed not having corporate responsibilities. Instead, I focus on financial planning and investment management for my clients.
My professional designations are:
- Certified Financial Planner® (CFP®)
- Certified Trust and Fiduciary Advisor (CTFC)
- National Certified Guardian (NCG)
- Certified Professional Retirement Coach (CPRC)
A Guide to Navigating Retirement is one of my several passions (family, whitewater rafting, and cycling being the others). If you have a question, or a suggestion to make the Guide and this website better, please email me at Fred@NavigatingRetirement.com.