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.

College Funding

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

Credit Card Debt

How Long Will It Take to Pay my Balance?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Avoiding Probate with a Transfer-on-Death Deed

Many U.S. states offer a way to avoid probate when leaving the family home to your heirs. Learn more about transfer-on-death deeds.

Family Limited Partnerships for Estate Planning Purposes

A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.

Risk Tolerance Is About You, Not the Market

An investor’s personal situation should be considered when assessing his or her risk tolerance.

Low-Volatility Strategies for a Less Stressful Ride

Some stocks and stock funds may help reduce the volatility in a portfolio.

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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