Special insider's report
Discover the Crucial Things Seniors, and Children of Seniors, Need to Know About Long-Term Care
Little-Known Strategies That Could Make the Difference Between Being a Burden on Your Children and Your Ability to Stay at Home and Select Who Your Caregivers are, Instead of Having Someone Else Decide for You
Here's Just Some of What You'll Discover in
Your Free Book
What your biggest financial threats can be and how to help overcome them. (Many people don't have a clue and pay a terrible price because of it).
The do's and don'ts of long-term care insurance policies. (Get this wrong and it could negatively impact your lifestyle.)
What are reverse mortgages? (What are they and why are they utilized?)
When to use Medicaid to pay for long-term care. (There can be one major reason to go down this road.)
What you need to know about annuity-based long-term care and the Pension Protection Act. (Which could be considered good news with potential tax advantages.)
Asset-based long-term care solutions. (Planning on self-funding? You'll want to read this first.)
The long-term care strategy using IRA money. (Few people know about this exciting option. Get the report to be in the know.)
The vital legal documents you need for long-term care planning. (One of the most important things to set in motion is the legal paperwork.)
How to use veterans benefits to pay for long-term care. (This important benefit is overlooked by many families with veterans or surviving spouses.)
Get Your Complimentary Copy of "Protecting Your Assets with Tax-Free Long-Term Care"
Meet Charles Scott, AIF ®, CDP ® Founder and President of Pelleton Capital Management.
With over thirty years in the financial services industry,
Charles has been an independent advisor, successfully
serving clients in the Phoenix-Scottsdale area with objective and unbiased advice since 1999. Charles was the third in the state of Arizona to achieve the designation of Accredited Investment Fiduciary®.
Charles has also achieved the CDP ® designation from the
National Council of Certified Dementia Practitioners.
"Pre and post retirees are subject to greater risk than most other demographics. The reason is often due to unexpected or unfortunate events in your later years. Life has a lot of highs and lows, but everyone deserves to have someone looking out for them".
At Pelleton Capital Management, we stand strong behind one pillar of belief: Long-Term Care happens to a family, not just a person.
This is why we focus on addressing Long- Term Care
options, strategies, and solutions that will maximize your
current assets, minimize taxes, and provide Peace of Mind for you, and your loved ones.
You've accomplished a lot during your working years.
Having a Long-Term Care Roadmap plan in place eliminates the emotional, physical and financial consequences for your family, if you ever needed care.
Get Your Complimentary Copy of "Protecting Your Assets with Tax-Free Long-Term Care"
Enter Your Name and Contact Information Below and We'll Send Your Copy Right Away...We'll Even Pay the Shipping!
Pelleton Capital Management
7231 E. Princess Blvd, Suite 208
Scottsdale, AZ 85255
(480) 513-1830 | www.PelletonCapital.com
The content is not endorsed or approved by the Social Security Office or any other Government Agency. Guarantees are backed by the financial strength and claims paying ability of the issuing company. This content is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not intended to provide specific legal or tax advice and cannot be used to avoid penalties or to promote, market, or recommend any tax plan or arrangement. You are encouraged to consult your personal tax advisor or attorney.
Due to various state regulations and registration requirements concerning the dissemination of information regarding investment advice and services, Pelleton Capital Management, Ltd. only transacts business in states where it is properly registered, currently Arizona and Washington, or excluded or exempted from registration requirements. Past performance may not be indicative of future results. No client or perspective client should assume that any information presented and/or made available on this website serves as the receipt of, or substitute for, personalized individual advice from the advisor.
For a complete description of our services, fees & other disclosures please contact our office for a copy our ADV Part II.
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