Products & Services

At Lance Pelky & Associates, Inc., we provide assistance in the following areas:

   

Investments

  • Stocks
  • Bonds
  • Retirment plans
  • IRAs
  • 401k Rollover Options
  • Talk to Lance!
  • 401k Rollover Options
  • Roth IRA
  • SEP IRA
  • Simple IRA
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  • Pension Options
  • Cash Balance Plan
  • Grandfathered Plan
  • TSP
  • 457 plan
  • Talk to Lance!
 

Retirment Income

  • How are you going to get income?
  • Where is your income going to come from?
  • When do you take Social Security?
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  • Do you have a family trust?*
  • Do you need a trust?
  • When was the last time you updated your trust?
  • Is your trust out of date?
  • When was the last time you made sure that who ever is holding your retirement plans had the correct beneficiary?
  • Talk to Lance
 
 

Retirment Insurance

  • Long Term Care
  • Life Insurance
  • MediCare Plans
  • Talk to Lance!
   
 

Tax Planning Strategies*

  • How to reduce income taxes in retirement?
  • What to do before you turn age 70 1/2 and are forced to start taking extra money out of your retirement plans?
  • Talk to Lance!

 

* Neither Voya Financial Advisors nor its representatives offer tax or legal advice.  Pease consult your tax and legal advisors regarding your individual situation.