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
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
The first National Women’s Equality Day was in 1971. Women couldn’t get credit cards in their own name back then. And if a woman became pregnant, she could be legally fired. Thankfully, a lot has changed, but some things haven’t. Women still do not receive equal pay for equal work. The gap is roughly 20%1, and women continue to live longer than men, now by an average of seven years.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Whole Life insurance can add to your retirement income and allow you to live confidently.
A windfall from a loved one can be both rewarding and complicated.
A diverse workforce can strengthen your organization on every level, from employee retention to your bottom line. Updating practices to support a more diverse and inclusive workplace is more important than ever.
Charitable donations are good for the recipient, and increasingly, research shows that they are good for the giver, too.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are some smart strategies that may help you pursue your investment objectives
When do you need a will? The answer is easy: Right Now.
The Why, What and How of Life Insurance
All about how missing the best market days (or the worst!) might affect your portfolio.
Do you know how to set up your financial goals for success? This knight does.
Learn how to harness the power of compound interest for your investments.
Have you found yourself suddenly single? Here are 3 steps to take right now.