Welcome to Carri & Pelletier Tax & Financial Services
Carri & Pelletier was established by Bruce Carri and Bill Pelletier, who have over six decades of combined tax and financial services experience. Our mission, using a personal, holistic approach, is to first understand your goals, and then help you find the right strategies and solutions to pursue them. We provide three areas of service to our clients:
Professional Tax Preparation, Planning & Representation
Asset Management Strategies*
Taxation is an integral part of most financial decisions; income taxes, estate taxes, gift taxes. Our advantage at Carri & Pelletier over other financial advisors is that we have a depth of knowledge about this area of finances that provides greater value when making investment, retirement, business and other financial recommendations to our clients, potentially providing you additional savings by minimizing taxes in the process of helping you reach your goals. Call us today for a free consultation to discuss your tax and financial services needs.
Here on our website, you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind taxes, insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
*These services are offered by A. Bruce Carri and William Pelletier through their affiliation with HD Vest.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Six overlooked tax deductions to help manage your tax bill.
A few strategies that may help you prepare for the cost of higher education.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
A quick look at how federal income taxes work.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator demonstrates the power of compound interest.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There’s been a lot of talk about Tax Reform. What might it look like?
All about how missing the best market days (or the worst!) might affect your portfolio.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
It's easy to let investments accumulate like old receipts in a junk drawer.
Roth IRAs are tax advantaged in a different way from traditional IRAs.