Pelletier Senior Planning

At Pelletier Senior Planning, our clients’ retirement goals are at the heart of everything we do. We know no two journeys look the same—every individual and every family has a unique vision for their future. That’s what makes our work both meaningful and rewarding: helping people design plans that reflect their goals, values, and priorities.

With a collaborative, team-based approach, we take the time to educate, guide, and provide thoughtful solutions for all aspects of Retirement Planning, Medicare/Medicaid, and Social Security. By blending knowledge with personal attention, we strive to make the complex feel clear and manageable. You’ll never feel rushed or pressured—we’re here to simplify the process and give you confidence in your decisions.

Together, our Father-Daughter team brings over 50 years of combined experience. Lou’s decades of wisdom and Jessica’s fresh perspective provide a balance of tradition and innovation. This wealth of knowledge, paired with our hands-on approach, allows us to create customized strategies designed not only to meet immediate needs but also to empower our clients for the years ahead.

We offer a wide variety of solutions, giving you the freedom to focus on what matters most right now. For some, that may be preparing for retirement income or understanding Medicare options. For others, it may mean protecting assets, planning for long-term care, or creating a legacy for the next generation. Whatever your priorities, we work alongside you every step of the way.

At Pelletier Senior Planning, your goals are our mission. Our promise is simple: to listen, to educate, and to provide guidance that gives you peace of mind. Retirement is not just about finances—it’s about building a future you can embrace with clarity and confidence.