Pelleton Capital Management, LTD

Financial planning is a process. “Planning” is a verb. It takes action, and is not a one-time expensive event that is presented in a big binder and then put on a shelf and ignored.

Five key areas are incorporated in the coordinated plans offered to clients: asset protection, disability and income protection, debt management, estate planning, and investment and cash-flow planning. Our in-depth interviews will uncover the issues and concerns of our clients and provide the framework to construct a plan that embodies our clients’ values, beliefs, and dreams.