Garry Payne, founding partner of The Carta Group, finds it both enjoyable and rewarding to help people make the most of their financial assets. Through a comprehensive planning process, he specializes in helping his clients implement the appropriate risk, investment and estate planning strategies that will assist them toward their financial and life goals. This in turn will provide them with the opportunity for financial independence and a sense of security.
Born in Birmingham, England, Garry started in the financial services industry in 1984. As a financial professional, he has demonstrated a consistent ability to develop strategies to help protect and potentially grow the hard-earned assets of his clients. Garry is active in both community and industry affairs. He is a Past-President and member of the Board of Directors for the Ronald McDonald House of Central New York and is currently on the Board of Directors for Elmcrest Children's Center, the Taishoff Center Advisory Council, the Business Engagement Group for InclusiveU and the Advisory Council for Innovation Tech. He holds the Certified Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Chartered Retirement Planning Counselor (CRPC®), Accredited Estate Planner (AEP®) and Accredited Investment Fiduciary, (AIF®). Garry is also a Past-President and current member of the Central New York Chapter of The Society of Financial Service Professionals (SFSP), a Past-President and member of the Syracuse chapter of the National Association of Financial Advisors (NAIFA) and a member of the Estate Planning Council of Central New York. In addition, Garry was the recipient of the NAIFA Syracuse 2012 William J. Crandall Distinguished Service Award given to those individuals that exemplify the highest ideals of our profession.
His areas of expertise include comprehensive financial planning, investment, retirement and estate planning. He also focuses on helping business owners plan for their companies' succession and executive compensation. Garry lives in Skaneateles, NY with his wife Cindy and they have two children, Matthew and Chloe.
At The Carta Group, we are dedicated to helping you:
- Identify your goals
- Analyze your current program
- Develop a comprehensive written financial plan based on sound advice
- Implement that plan
- Update the plan on a regular basis
Best of all, we have never lost sight of one essential element- personal service. The true value of your planning is measured by the service you receive AFTER your plan is implemented.