Why Work with Us?

Leadership and guidance that blends industry knowledge and technical expertise with wide-ranging personal experience. Open and honest communications and easy availability.

Comfortable rapport with the person leading you through all the stages of retirement planning is a must. Lance is an industry veteran, well-versed in the school of life as well as in the finer points of specialized financial planning. His work experience ranges from hotel bellman and front desk clerk to disk jockey. From working for the airlines to working on cable TV. Life experiences taught him to fight, to save, and to be grateful. He is uniquely and compassionately prepared to address a wide range of estate questions.

More than just top-flight credentials and years of professional experience, Lance Pelky approaches the process from the perspective of his personal life experiences and diverse working background. More than likely, Lance has walked in your shoes. He knows that people have choices and he has experienced first-hand what happens when people choose not to save or invest when that opportunity exists.

When it’s time to think about retirement and the financial needs that go along with it, Lance is the guy that you need. The person you can trust with your future and your life savings. You can count on him to listen, to understand, and to respect you and your choices. Lance is the guy who has helped your friends—or hundreds like them—and who is prepared to help you.