(502) 409-7000
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Our Primary Purpose

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.

Finding Your Fit

Payrite Investment Services Inc. is a financial solutions firm that seeks to provide an integrated array of financial services to help clients navigate through the many financial choices available. We seek to improve their lives through trustworthy advice that focuses on their individual needs, wants, and wishes.

Our integrated services utilize financial and tax planning strategies to guide our advice and manage investment portfolios, including brokerage and retirement accounts, tax preparation services, formal financial plans, and health and life insurance planning.

Payrite Investment Services approach is to provide personalized financial advice for clients seeking to save and grow assets for retirement and other needs. The approach focuses on the whole life of a client’s household, emphasizing the need to save for the future and to put savings to work by investing in a broad array of investment choices. The approach also emphasizes the need to consider the tax implications of both individual investments and account type. With over 50 years of experience in tax preparation and planning, they always keep tax planning on the agenda when considering investments.

Payrite Investment Services Inc. uses this personalized approach and incorporates financial planning using the latest financial planning software to clarify the view of a client’s situation both for the advisor and the client. A financial plan allows the client to understand more clearly the consequences of choices that they must make when planning for the future. It also highlights key areas to focus on such as planning for college education, long-term care, planning lifestyle in retirement, life insurance, and more.

 

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Contact

Office: (502) 409-7000

Mobile: (502) 338-1040

Fax: 502-409-7075

10545 Watterson Trail

Louisville, KY 40299

dan@payriteinvestments.com

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The content is developed from sources believed to be providing accurate information. 

The information in this material is not intended as tax or legal advice. Please consult legal or tax  professionals for specific information regarding your individual situation.


Some of this material was developed and produced by Repair IT to provide information on a topic that may be of interest. Repair IT is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The
opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.


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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Fixed insurance offered through Payrite Investment Services Inc. Cambridge and Payrite Investment Services are not affiliated. Cambridge does not offer tax or legal advice. This communication is strictly intended for individuals residing in the states of AL, CA, CO, FL, GA, IL, IN, KY, ME, MD, NC, OH, SC, and VA. No offers may be made or accepted from any resident outside the specific states referenced.


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