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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:

Cash Flow Planning

Risk Management

Tax Planning

Investment Planning

Estate Planning