Privacy Policy
At Pelletier Senior Planning, we are committed to protecting your privacy and ensuring that your personal information is handled securely and responsibly. This Privacy Policy outlines how we collect, use, and protect your information when you interact with us via our website, SMS, email, or other forms of communication.
Information We Collect
- Contact Details: Name, email address, phone number, and mailing address.
- Form Submissions: Information provided when submitting forms on our site (e.g., Contact Us, appointment bookings).
How We Use Your Information
- Respond to Inquiries: Answer questions and provide requested services.
- Send Reminders: Notify you of upcoming appointments or changes.
- Marketing: Send promotional messages (only if you’ve opted in).
- Confirm Transactions: Deliver confirmation of bookings or service updates.
- Reengage Past Clients: Contact previous clients for follow-up.
- Billing: Deliver invoices and payment details electronically.
SMS Communications & Consent
By opting in, you agree to receive SMS messages from Pelletier Senior Planning, including:
- Appointment confirmations and reminders
- Promotional and service updates
- Transaction-related alerts
You may opt out at any time by replying "STOP" to any message. Message and data rates may apply.
Opt-In Methods Include:
- Checking the SMS opt-in box on website forms
- Selecting SMS consent when booking an appointment online
- Sending a keyword via text to our business number
Your Privacy Rights
- Opt Out: Stop receiving marketing messages by following provided instructions.
- Access or Correct Data: Request access or corrections to your personal data.
- Request Deletion: Ask us to delete your information, when applicable.
Cookies & Tracking
Our website may use cookies and similar technologies to enhance your experience. You can control cookie usage through your browser settings.
Contact Us
For any privacy-related inquiries or to exercise your rights, contact us at:
Pelletier Senior Planning
Farmington, CT
Phone: (860) 321-6501
Email:
[email protected]
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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