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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What's your vision of retirement?
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
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This calculator compares the net gain of a taxable investment versus a tax-favored one.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
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