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Talk to Lance!

Turning Uncertainty into Financial Confidence


How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Let’s Talk!

You deserve a financial plan that is personalized to your needs or opportunity – a winning combination that provides you with confidence and control over your financial future. Talk to Lance!

The Team at Lance Pelky and Associates will:

  • Help you develop a financial plan that works in every economic position and every phase of life, giving you confidence before and after retirement
  • Explain available options that aims to mitigate unnecessary market risk to pursue your goals
  • Serve as your single source for retirement management, eliminating the need for multiple financial advisors, and integrating and organizing most aspects of your financial life

You deserve a financial plan that’s low-risk, offers predictable growth and allows access to your money in case of an emergency or opportunity – a winning combination that provides you with confidence and control over your financial future.

WOULD YOU LIKE TO DO A PHONE CALL OR ZOOM WITH LANCE?

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