Pre and post retirees are subject to greater risk than most other demographics. The reason is often due to unexpected or unfortunate events in your later years. Life has a lot of highs and lows, but everyone deserves to have someone looking out for them.
At Pelleton Capital Management, we stand strong behind one pillar of belief:
Long-Term Care happens to a family,
not just a person.
This is why we focus on addressing Long- Term Care options, strategies, and solutions that will maximize your current assets, minimize taxes and provide Peace of Mind for you, and your loved ones.
You've accomplished a lot during your working years. Having a Long-Term Care Roadmap plan in place eliminates the Emotional, Physical and Financial consequences for your family if you ever needed care.
Information • It is everywhere. But that doesn’t necessarily make it meaningful.
It takes time to learn risk management, estate planning, and Long-Term Care planning. Wisdom and experience go hand in hand.
Imparting wisdom to help clients make good financial choices is what we do.
Cash Flow Planning