Welcome to Pelletier Senior Planning
New To Medicare?
New To Medicare?
Feeling Lost? You Are Not Alone!
Feeling Lost?
You Are Not Alone.
We’ve put together what we call our "TURNING 65 ROADMAP" for people who will have Medicare as primary insurance. It includes a bonus worksheet for you to calculate your potential costs for Medicare.
It can be tough to get your head around Medicare, especially if you're new. This is because there are all these parts and plans with similar letters that make it hard to figure out what's going on!
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It can be tough to get your head around Medicare, especially if you're new. This is because there are all these parts and plans with similar letters that make it hard to figure out what's going on!
We’ve put together what we call our "TURNING 65 ROADMAP" for people who will have Medicare as primary insurance. It includes a bonus worksheet for you to calculate your potential costs for Medicare.
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.
See Your Options →
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.
Schedule Your Learning Call