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Van Pelt & Company

700 East Blvd, Suite 3

Charlotte, NC 28203

Phone:

704-945-6988

Fax:

704-943-0835

E-mail:

Calculators

You can review interesting calculators on my site.

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View Calculators

Contact Us

Please feel free to contact us with any questions.

​

Contact Us

Videos

We have interesting videos for you to watch on my site.

​

View Videos

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

Welcome to Van Pelt & Company
Our philosophy is simple:
excellence begins and ends with the people we serve.

We believe that true wealth planning transcends numbers—it’s about empowering lives, preserving legacies, and forging futures with unwavering integrity. Every strategy we craft, every recommendation we make, is rooted in a deep respect for the individuality of our clients and the trust they place in us.

Buying a Condo? Focus on the Financials

Explains special costs and financial implications of condo ownership.

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Fine-Tuning with Sector Funds

Explains how S&P 500 sector funds behave differently and why diversifying across them can be useful.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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HOT TOPIC: What’s in the New Tax Legislation?

Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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Lease Payment

How much would your monthly lease payment be?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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