PROTECT WHAT Matters Most.

Who We Serve / Specialized Expertise

Retirees & Pre-Retirees

• Simplify retirement income and Medicare decisions
• Protect health and wealth with smart insurance strategies
• Gain peace of mind for you and your family
• Access to exclusive partner health plans through our Health Benefits Team
   

Entrepreneurs & Business Owners

• Balance business growth with personal financial security
• Protect your family and your company with tailored planning
• Transition from building wealth to preserving it
• Access to exclusive partner health plans through our Healthcare Benefits Team
   

Wealth-Focused Families & Individuals

• Strategic life and health planning for high-net-worth households
• Estate and legacy planning for long-term impact
• Tax-efficient strategies to maximize and protect assets 
• Access to exclusive partner health plans through our Healthcare Benefits Team 

🔘 Explore Healthcare with our 

→ Planned Health Benefits Team

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• We are non-captive so that we can compare top carriers that meet your needs

• Simple, step-by-step healthcare planning (to include Medicare) and financial/legacy planning

• Unbiased, independent advice 

• 25+ years' experience

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We offer a wide range of services at

 Plechete & Co.  

• Life & Health Insurance: Affordable coverage that fits your stage of life.
   
• Medicare, Health Benefits & Retirement Planning: Know your options before you enroll.
   
• Wealth Protection & Growth: Protect your assets while building long-term security.
   
• Legacy & Stewardship Planning: Ensure your family is cared for across generations.

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1. “They’re the one place I turn for complete financial care. I feel more confident about my retirement than ever before.” — Retired Entrepreneur, TX
2. “They explained my options in plain English and saved me money.” — Small Business Owner, FL

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1. Schedule your complimentary 30-min conference call 

2. Share your goals & questions 

3. Get a clear focus of ideas & next steps

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A complimentary guide for retirees, entrepreneurs & families

Take control of your financial future 

step by step.
Our 3-month checklist helps you:

• Get organized with a simple financial snapshot
   
• Protect what matters with the right insurance & estate planning
   
• Plan for retirement and legacy goals with confidence
   

Download Your Free Guide
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