How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
What We Can Offer You
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Our team approach offers a range of services to provide more benefits to our clients.Learn More
Welcome to our Web site,
As a boutique Financial Management firm, we offer our clients on-demand access to tenured professionals who provide executive level financial coaching. We are readily equipped to design and execute management and reporting structures that allow for strategic implementation of both immediate and long-term goals built around our Circle of Life platform.
At Peller and Company, we recognize that our clients trust and respect our advice and opinions on a wide range of subjects. In properly designing a full suite of financial strategies, we integrated our wealth management division into our tax services to create a proper financial management platform.
To meet that end, we launched a fully cohesive financial planning and tax practice. We are more than just a CPA firm, we’re a financial management team. We work closely with our clients to understand their goals so that we can design a unique and effective combination of strategies to coach them through those goals. Because we understand the tax consequences of investment decisions, we handle retirement, estate planning, risk management and legacy needs in a way that reduces taxes wherever possible and maximizes after-tax wealth. We accurately and effectively design financial management strategies with an eye towards the tax effect of our solutions. We don’t just provide a service for our clients, we partner with them. For both businesses and individuals, we can help you meet all of your critical needs in a time sensitive and trustworthy manner.Contact Us
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The Business Cycle
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Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
There are ways to improve your physical fitness without denting your fiscal fitness.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess whether you are running “in the black” or “in the red” each month.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A bucket plan can help you be better prepared for a comfortable retirement.
Do you have causes that you want to support with donations?
It’s never a bad time to speak with your financial professional about changes in your situation.