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How We Help


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 events happen to  families, not just the individual.

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.


Our Mission:

As a fiduciary to our clients, it is our duty to put our clients’ interests ahead of our own. That is why we are transparent.

We disclose all fees and conflicts of interest we may have when choosing an investment vehicle for you. It is not enough to simply prioritize our clients’ needs. We must be able to prove in court that we have delivered what a prudent expert would have done in that same situation.

We are fiercely independent! We work for our clients, and only for them.

No outside company exerts pressure on us to sell a product. Instead, we focus on the people. This is the only way we will do business. That is why we would never blindly embrace conventional thinking, or a “cookie-cutter” approach. Our way of investing is custom-fitted to your unique financial needs.

Our Process:


CONSULT.

CONSULT:

In our initial meeting, we determine if we are a mutual fit. Do you believe we’re trustworthy and competent to coach you, and do we believe you are coachable? We will ask a number of questions and encourage you to do the same.

CREATE.

CREATE:

At our second meeting, we will design your financial strategy. We will cover a number of areas, including: retirement income, investments, tax planning, risk management and estate planning.

CONSIDER.

CONSIDER:

At the third meeting, we will review our strategy in detail and make decisions on how best to implement those recommendations.


Remember…

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.

Services Offered:



Cash Flow Planning

Common Sense income and expense coordination.

Risk Management

Covering all aspects of insurance.

Tax Planning

Minimize or eliminate current and future taxes.

Investment Planning

Optimize returns and minimize risk.

Estate Planning

Making sure assets align with your legacy.

Schedule A Discovery Call