A Father & Daughter Team Helping Families Plan With Confidence
Retirement Planning Made Personal.
At Pelletier Senior Planning, Lou and Jess help retirees and families understand Medicare, protect their savings, prepare for long-term care, and build a retirement strategy focused on lasting peace of mind.
Why Work With a Retirement Planning Team That Feels Like Family?
Retirement decisions can feel overwhelming. Medicare, life insurance, long-term care, income planning, and legacy protection all connect together. That’s why working with a dedicated father-daughter team gives you something different: personal guidance, clear education, and a relationship built around trust.
Medicare Planning
Understand your Medicare options, avoid costly mistakes, and choose coverage that fits your doctors, medications, and budget.
Learn More →Financial Planning
Create a retirement strategy focused on protecting your money, reducing uncertainty, and helping your income last.
Explore Planning →Asset-Based Long-Term Care
Protect your family and retirement assets with modern long-term care strategies designed to provide peace of mind and guaranteed protection.
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A Family Helping Families Protect What Matters Most
Pelletier Senior Planning is built on relationships. Lou brings decades of retirement planning experience while Jess brings a modern, client-focused approach centered around education and long-term guidance.
Together, they help make complicated retirement decisions easier to understand so clients can feel confident about Medicare, retirement income, long-term care planning, and protecting the people they love most.
Meet Lou & JessOur Retirement Goal For You: Financial Peace of Mind
Whether you are approaching retirement, already retired, or helping a loved one make important decisions, we are here to make the process clearer, simpler, and more personal.
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