wiseradvisor

Peter B. Cohen
P.C. Planning & Benefits, Inc.

Tel: (860) 651-1569
760 Hopmeadow St., Suite 212
Simsbury, CT 06070

Comprehensive Financial Services

P.C. Planning & Benefits, Inc. | Financial Advisor in Simsbury ,CT

About P.C. Planning & Benefits, Inc.

P.C. Planning & Benefits, Inc. is a comprehensive financial
services firm, committed to helping individuals,
professionals, and owners of closely-held businesses
accumulate and preserve wealth, minimize taxes, and provide
income stability throughout generational planning.

Our firm has served a diverse clientele in the Hartford and
surrounding areas for over 40 years and developed a tried-and-
true holistic approach to 360-degree comprehensive planning.
We remain committed to ensuring each client portfolio aligns
with key investment goals and expectations by using cutting
edge technology that identifies specific levels of risk and
reward with unparalleled accuracy – this is a free portfolio
analysis.

Through the years we have successfully cultivated and
leveraged strategic partnerships that offer our clients
sophisticated and unique tax minimization opportunities to
help save hundreds of thousands of dollars in income, estate
and gift taxes.

See how having your own local financial advocate can make the
difference in your portfolio!


General Information

Firm Start Year:   1970
No.of Employees:   2-4
Insurance License#:   000152700
Name of Broker/Dealer:   Ameritas Investment Corp. (AIC)
States Licensed in:   CT, FLA, CO, NY, NJ, RI, MA
Number of Years with Current Firm:   40
Work Experience:   40 Years of experience in the financial services industry
I work with the following types of clients:   Individual Investors, Non-Profit Organizations, Businesses

Services

Investment Types:   REITS, Alternative Investments, Mutual Funds, Stocks, Annuities
I can meet clients in the following ways:   Via email, At your home, At your office, At my office, Via phone


Qualifications & Memberships

Insurance and Annuity Licenses:   Long Term Care, Life, Disability, Annuity, Health
Financial Organization Memberships:   National Association of Insurance and Financial Advisors (NAIFA)
Non-Financial Organization Memberships:   Simsbury-Granby Rotary Club Port of Clinton Yacht Club


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $250,000
Compensation Methods:   Flat Fee
Additional Details on Charges:   Peter B. Cohen provides customized seperate account investment strategy recommendations that encompass various investment and insurance issues to enable clients to choose the level of service that most closely corresponds to their requirements. A variety of investment strategies are explored and evaluated and then customized for family and business transition planning, tax-sensitivity, risk tolerance and retirement income.


Board Positions

Organization:  Rotary Club of Simsbury-Granby  Simsbury, CT
Position :  Member
Duration :  November 1993-Currently holding

Organization:  Beach Park Road Association  Clinton, CT
Position :  Finance Committee

Education

BS, Urban & Regional Planning  Ball State University - Muncie, IN
-May 1969

Continuing Education  University of Hartford
-

MBA candidate  Indiana University
1969- 1970



Faqs

  • Do you have a customer satisfaction or refund policy? We do not charge an initial consultation fee.
  • What are your qualifications? What is your education background? Our firm boasts over 40 years of experience in financial services, double MBA degrees and an ongoing dedication to continuing education and knowledge of emerging markets, as well as holding various certifications in retirement planning.
  • What is your approach to financial planning? We take a holistic approach to the on-going process of helping clients put together a comprehensive financial and estate plan, as well as providing the tools to keep everyone on the same page and on target with the planned milestones and goals.
  • What services do you offer? Our technology offers clients secure internet-access to a virtual vault where they can store important documents, IDs, family photos, legal and financial information. Within their custom client website, they also have the ability to aggregate all of their finances into one place for quick reports (i.e. retirement, tax and estate planning, holdings-gain/loss, spending, etc.).
  • How many clients do you currently manage? Private; not disclosed
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Disclaimer

This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your registered representative. Read it carefully before you invest or send money. Securities products are limited to residents of: Colorado,Connecticut, Florida, Massachusetts, New Jersey and New York. *Securities and Investment Advisory Services offered through Ameritas Investment Corp. (AIC). Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Member FINRA & SIPC. AIC and PC Planning & Benefits, Inc. are not affiliated. Additional products and services may be available through PC Planning & Benefits, Inc. that are not offered through AIC.

Peter B. Cohen

Peter B. Cohen

President & CEO

Peter is the founder, president and CEO of PC Planning & Benefits - a firm that today focuses primarily on business planning and wealth preservation strategies. With many years of experience in defined benefit and 401k plans, he develops asset protection and wealth preservation strategies for influential high-net-worth individuals and owners of closely held businesses.

His background spans over 40 years and encompasses all facets of wealth preservation, including asset allocation, estate planning, business succession, tax-minimization, risk management, and business finance with emphasis on retirement plan optimization.

Perhaps best known for his role as host of the popular weekly radio program, "Live for Today and Plan for Tomorrow! with Peter Cohen,” which aired across the Northeast for over a decade, Peter continues to be a featured speaker for his unique, creative, and practical approach to the accumulation and protection of individual wealth.

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My Services

Financial Advice & Consulting

In your complimentary consultation, we will discuss what you want out of life, for yourself and family, and evaluate where you are relative to your goals. I recommend strategies to get you there and help implement those along the way, while watching over your plan and guiding you -- so you can focus on the other important things in your life.


Financial Planning for Individuals

I offer an enriched, comprehensive financial planning service that designs strategies with your goals as a centerpiece of the process. Our strategy will take into consideration your risk tolerance and personal goals, and our technology provides a global, up-to-date view of your financial world to help improve your plan's overall performance.


Financial Planning for Businesses

My business planning services keep your company's goals at the core by focusing on your specific financial situation, while layering in asset protection and supplemental retirement strategies, without rank and file, to preserve the loyalty and success of select personnel.


My Team

Jonathan R. David
Jonathan R. David Vice President
Jonathan addresses financial issues for clients through a consultative, service-oriented approach. With access to a broad array of resources, including multiple insurance and investment companies, Jonathan is uniquely positioned to provide solutions for the long haul. In collaboration with his partners at PC Planning & Benefits, Jonathan brings integrity, business experience, creativity and knowledge to the table. Following his passion for skiing to Colorado, Jonathan earned both a BA from Uni ...more

Omar Francis
Omar Francis Advisor
Omar Francis is an Financial Advisor with P.C. Planning & Benefits, Inc. dba Shore Financial Group, LLC, which is located on the shoreline of Connecticut east of New Haven. Shore Financial is a wealth management and retirement specialist organization which focuses on personalizing an individual's strategy in the wealth accumulation years and altering that strategy during retirement for the distribution years, with emphasis on continued growth as well. For over 22 years, Omar has been pe ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

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