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.

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Loan Payoff

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

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Five Money Issues to Talk About Before the Wedding

Before saying “I do,” newly-engaged couples may want to discuss these five key financial topics.

Caught in the Middle: The Sandwich Generation

Tips to help balance the competing demands of saving for retirement and providing financial support to adult children and aging parents.

Estate Taxes: Should a Trust Own Your Life Insurance?

An irrevocable life insurance trust can help pay estate taxes, but recent exemption level increases may warrant a new insurance strategy.

Competing Goals: Pay Off Student Loans or Save for Retirement?

Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.

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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