Broker Check
18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

Welcome to Carri & Pelletier Financial Services LLC

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
Financial Planning*
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.

Helpful Content

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

 

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

9 Facts About Social Security

There are things about Social Security that might surprise you.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

View all articles arrow

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

View all calculators arrow

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

View all videos arrow