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Flipbooks

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Contact Us

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Calculators

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Flipbooks 2

You can review interesting Flipbooks on my site.

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Contact Us 2

Please feel free to contact us with any questions.

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Calculators 2

You can review interesting calculators on my site. 

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Flipbooks 3

You can review interesting Flipbooks on my site.

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Contact Us 3

Please feel free to contact us with any questions.

Contact Us

Calculators 3

You can review interesting calculators on my site.

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Welcome to Van Pelt & Company

Our philosophy is simple:
excellence begins and ends with the people we serve.

We believe that true wealth planning transcends numbers—it’s about empowering lives, preserving legacies, and forging futures with unwavering integrity. Every strategy we craft, every recommendation we make, is rooted in a deep respect for the individuality of our clients and the trust they place in us.

Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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QLACs: Your Retirement Accounts Can Act Like Pensions

Shows how qualified longevity annuity contracts create lifetime income.

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ETFs Are Closing the Gap with Mutual Funds

Discusses ETF adoption and advantages over mutual funds.

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Traditional or Roth Contributions? Think It Through for Future You

Compares tax treatment of Traditional vs Roth plan contributions.

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Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Lease Payment

How much would your monthly lease payment be?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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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