Pellegrini Financial

About

At Pellegrini Financial, we strive to understand the most important things in your life, whether personal or financial. Our team of advisors and consultants aim to thoroughly address your needs and goals so you can rest assured about the future.

Are you facing a life transition? Trying to achieve financial independence? Transitioning the family farm?

We offer comprehensive, ongoing financial planning to connect your finances to your world. We can help with your strategizing, decision-making, and evaluation process. Contact us today for a free consultation.

Are you transitioning the family farm? Nobody is better equipped to help guide you through the myriad of decisions than us. We'll help you analyze the structure of your operation, advise on the most tax efficient way to transfer or sell, and help ensure your cash flow needs are met now and through time. Contact us to receive a free e-book on farm transitions.

At Pellegrini Financial, we simplify the complex. Any bank can provide you with stocks and mutual funds, but we provide independent comprehensive planning for your wealth. We act as a ‘quarterback’ for all aspects of your money management; this goes well beyond just investments or insurance. Whether you need advice and guidance about taxes, insurance, cash flow, income security, selling/transitioning your business or shaping a legacy for the next generation, we help plan a course of action.

Working with clients over the years, we've learned that many have concerns and questions about how to transition their businesses, farms, ranches or financials to the next generation. If you have these concerns, give Pellegrini Financial a call and we can have a no cost visit to see if we can help.

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