John Day River in Oregon

About

River rafts on river side

What We Do

Successfully navigating your journey requires much more than maxing out a 401K and an IRA. Money is only one of many variables in the equation for an enjoyable and meaningful retirement—and that defines your legacy.

We help manage your money prudently, and we also help you successfully manage the other variables affecting retirement success—factors all too often ignored by investment advisers. A Guide to Navigating Retirement lists 27 different topics (only some of which are money-related) that are important to the enjoyment of life and your long-term financial success. Download the Guide to get an idea of why we are a different type of investment advisory firm.

 

About Fred Payne

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. Take advantage of the time you have left. Be proactive in planning. Do so and you 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 $5.5 billion of client assets. However, I did not retire. I continue to provide financial planning and investment management to Private Clients, particularly concerning the challenges and opportunities aging affords them. I am keenly interested in issues of “succession management” when responsibility for the financial management of an estate is passed to a surviving spouse, charities, and/or the next generation.

Fred Payne, Navigating RetirementMy professional designations are:

  • Certified Financial Planner® (CFP®)
  • Certified Senior Advisor (CSA)
  • National Certified Guardian (NCG)
  • Certified Trust and Fiduciary Advisor (CTFA)

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 (Fred@NavigatingRetirement.com) or call (971-453-0130).

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