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.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

College Funding

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

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Good News, Bad News for Boomer Retirement

Younger baby boomers may be facing a more challenging retirement landscape than older members of the generation, according a recent survey.

The Cost of Caregiving

About 40 million family caregivers in the U.S. provide unpaid care to another adult. Understand the associated financial, physical, and emotional costs.

Do You Need an Umbrella?

American society remains litigious — an umbrella insurance policy can provide additional coverage for personal liability.

ETFs on the Rise

ETFs have some attractive features that set them apart from mutual funds, but there are also cost and risk factors to consider.

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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