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Medicare & Beyond
Comprehensive Retirement Planning
Comprehensive Long Term Care Planning
Why You Need a Firm
Specializing in Retirement
If you’re retired or retiring soon, we believe it’s time to meet with a retirement specialist who understands your unique needs. Your priority now should be to protect your money and minimize losses. With Pelletier Senior Planning, you’ll work with an advisor who specializes in retirement planning and is dedicated to giving you financial peace of mind and helping you achieve your retirement goals.
What's Your Medicare Strategy?
If you’re retired or retiring soon, we believe it’s time to meet with a retirement specialist who understands your unique needs. Your priority now should be to protect your money and minimize losses. With Pelletier Senior Planning, you’ll work with an advisor who specializes in retirement planning and is dedicated to giving you financial peace of mind and helping you achieve your retirement goals.
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Download Our FREE Turning 65 Medicare Roadmap
Why You Need a Firm Specializing
in Retirement
If you’re retired or retiring soon,
we believe it’s time to meet with
a retirement specialist who understands your unique needs.
Your priority now should be to protect your money and minimize losses.
With Pelletier Senior Planning, you’ll work with an advisor who specializes in retirement planning and is dedicated to giving you financial peace of mind and helping you achieve your retirement goals.
NEED
MEDICARE HELP?
What are Your Retirement Goals?
- Money that lasts?
- Financial peace of mind?
- Travel?
- Time with family?
Retirement should be one of the best times of your life, and it can be—if you’re not worried about money. At Pelletier Senior Planning, we strive to make sure your money lasts as long as you do. We want you to achieve your retirement goals so you can sleep well at night.
What's the Color of your money?
The Color of Money Risk Analysis assesses your financial picture and provides a roadmap to your overall risk preferences. The output will be a Color of Money score. This short, interactive analysis is one of the first steps on the road to retirement.
What's Your Medicare Strategy?
Choosing a Medicare Plan isn’t always the easiest thing to do. There are a lot of plans to choose from and not having proper coverage can cost thousands of dollars.
That’s why having a licensed Medicare specialist on your side is so important. We can compare plans for you for free and we will help you find one that offers the most coverage for the best price.
What are Your Retirement Goals?
- Money that lasts?
- Financial peace of mind?
- Travel?
- Time with family?
Retirement should be one of the best times of your life, and it can be—if you’re not worried about money. At Pelletier Senior Planning, we strive to make sure your money lasts as long as you do. We want you to achieve your retirement goals so you can sleep well at night.
Your Retirement Protection Strategy?
Your investments are typically a critical part of retirement income. But the market can be unstable. That insecurity and unpredictability can be unsettling when it comes to living off those investments.
We believe if you’re over 50, you should only take as much risk as is necessary to achieve your financial retirement goals.
That’s why we recommend an Invest and Protect strategy that will help defend your investments from volatile markets.
OUR RETIREMENT GOAL FOR YOU: FINANCIAL PEACE OF MIND