About Pelletier Senior Planning
A Father & Daughter Team Helping Families Plan With Confidence.
At Pelletier Senior Planning, retirement planning is personal. Lou and Jess work together to help clients understand their options, protect what they’ve built, and make confident decisions for the years ahead.
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Your Retirement Goals Are at the Heart of Everything We Do
No two retirement journeys look the same. Every family and every individual has a different vision for the future, and that is what makes this work both important and deeply personal.
With a collaborative, team-based approach, we take the time to educate, guide, and provide thoughtful solutions across retirement planning, Medicare, Medicaid, Social Security, life insurance, long-term care, and asset protection.
Over 50 Years of Combined Experience
Together, Lou and Jess bring over 50 years of combined experience helping clients navigate important retirement decisions. Their hands-on approach is designed to make complicated topics easier to understand.
Whether you are preparing for retirement income, reviewing Medicare options, protecting assets from a long-term care event, or planning for the next generation, the goal is simple: help you feel informed, protected, and confident.
Talk With Our TeamAreas We Specialize In
We offer a wide variety of retirement and insurance planning solutions, giving you the freedom to focus on the areas that matter most right now.
Medicare Planning
Medicare, Medicaid, Medicare Supplement, and Medicare Advantage plan guidance.
Retirement Income
Income planning, investment planning, and strategies designed to help your money last.
Long-Term Care
Long-term care insurance and asset-based LTC strategies to help protect your family and savings.
Life Insurance
Life insurance and final expense planning to help protect loved ones from financial burden.
Asset Protection
Planning for critical illness, long-term care events, and legacy protection.
Legacy Review
Reviewing key documents such as wills, powers of attorney, trusts, and beneficiary planning.
We Make Retirement Planning Clearer, Simpler, and More Personal.
Whether you are retiring soon, already retired, or helping a loved one make important decisions, Lou and Jess are here to help you move forward with confidence.
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