Intervale Benefits & Financial Services

Insurance and Financial Services* for today, and all of your tomorrows.

Welcome to our web site!
 
Because many employers, employees and individuals regard employee benefits planning and financial planning as complex and confusing, they often miss out on many potentially rewarding opportunities. They also take unnecessary risks and fail to adequately protect their assets.
 
That’s where the associates at Intervale Benefits & Financial Services can help. Our goal is to take the mystery out of employee benefits, managing risk*, investing*, preparing for retirement, and preserving your wealth. By helping you acquire the information you need to make informed decisions and pursue your financial objectives, we hope to establish long and trusted relationships with our clients.
 

*Peter A. Pelletier is a Registered Representative and Investment Adviser Representative of Equity Services, Inc.  Securities and investment advisory services are offered solely through registered representatives and investment adviser representatives of Equity Services, Inc., Member FINRA/SIPC,  Broker/Dealer and Registered Investment Adviser, 354 Mountain View Drive, Suite 200, Colchester, VT  05446, Tel:  (802) 864-6819.    Intervale Benefits & Financial Services and all other entities and individuals referenced are independent of Equity Services, Inc. unless otherwise noted.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

Medicare Open Enrollment

The changes Original Medicare and Medicare Advantage plan beneficiaries can make during the annual enrollment periods.

An Introduction to Trusts

A properly constructed trust can serve many purposes for families — and not just for the wealthy.

Stacking Up Tax Breaks for Business Investments

Tax code provisions may allow for larger, immediate deductions for businesses: bonus depreciation and IRC Section 179 expensing.

PPO or HDHP? Making Health Insurance Choices

The similarities and differences between an HDHP and a PPO plan and contribution limits for health savings accounts.

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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