Expert Financial Advice, Tailored to Your Life Goals
Work with a trusted Registered Investment Advisor to make informed decisions and build you financial future.
Why Work with a Registered Investment Advisor?
Fiduciary Duty
As an RIA, we are legally required to act in your best interest, offering unbiased advice to prioritize your financial well-being.
Tailored Strategies
Pelican matches families with the most suitable savings and investment options tailored to their unique profiles, making it easier to get started.
Personalized Support
From investment management to retirement planning, we work with you to ensure that your financial strategy is aligned with your long-term objectives.
Our Speciatlies
Balancing multiple financial goals
As a family, you may be juggling various goals, from buying a home to saving for college or retirement. We help you prioritize these goals and develop a strategy that balances your short-term needs with your long-term objectives, ensuring that each financial milestone gets the attention it deserves.
Education savings planning
We understand how important it is to save for your children’s education. Whether it’s a 529 plan, UGMA account, or other educational savings vehicles, we’ll help you select the best option and manage contributions in a tax-efficient manner. Our goal is to ensure your family’s future is financially secure, without sacrificing your other life goals.
Comprehensive Financial Planning
From budgeting and debt management to estate planning and insurance, our comprehensive approach ensures that all aspects of your financial life are covered. We’ll work with you to develop a cohesive plan that integrates each of your goals and keeps you on track for financial success.
Ready to Take the Next Step?
Schedule your free 30-minute consultation today and start building the financial future you deserve. Let’s get started on your path to financial freedom.