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Flipbooks

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Contact Us

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Calculators

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Flipbooks 2

You can review interesting Flipbooks on my site.

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Contact Us 2

Please feel free to contact us with any questions.

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Calculators 2

You can review interesting calculators on my site. 

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Flipbooks 3

You can review interesting Flipbooks on my site.

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Contact Us 3

Please feel free to contact us with any questions.

Contact Us

Calculators 3

You can review interesting calculators on my site.

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Welcome to Van Pelt & Company

Our philosophy is simple:
excellence begins and ends with the people we serve.

We believe that true wealth planning transcends numbers—it’s about empowering lives, preserving legacies, and forging futures with unwavering integrity. Every strategy we craft, every recommendation we make, is rooted in a deep respect for the individuality of our clients and the trust they place in us.

Phased Retirement Can Help Smooth the Transition

Covers advantages of phased retirement for employees and employers.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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The Four-Day Workweek: Is It Destiny or a Distant Dream?

Discusses prospects of shorter workweeks aided by technology.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck