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 â this is a free portfolio
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!
|Firm Start Year:||1970|
|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:||Non-Profit Organizations, Individual Investors, Businesses|
|Advisory Services Provided:||Tax Advice and Services, Financial Planning for Businesses, Financial Planning for Individuals, Wealth Management, 401K Rollovers, Retirement Planning, Insurance Planning, Estate Planning & Trusts, Financial Advice & Consulting, Portfolio Management|
|Investment Types:||Stocks, Annuities, REITS, Alternative Investments, Mutual Funds|
|I can meet clients in the following ways:||Via Email, At my office, At your home, Via Phone, At your office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability, Health, Long Term Care, Life, Annuity|
|Financial Organization Memberships:||National Association of Insurance and Financial Advisors (NAIFA)|
|Non-Financial Organization Memberships:||Simsbury-Granby Rotary Club Port of Clinton Yacht Club|
|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
|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.|
|Organization:||Rotary Club of Simsbury-Granby Simsbury, CT|
|Duration :||November 1993-Currently holding|
|Organization:||Beach Park Road Association Clinton, CT|
|Position :||Finance Committee|
|BS, Urban & Regional Planning||
Ball State University - Muncie, IN
University of Hartford
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 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.
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.
Jonathan R. David Vice President
Omar Francis Advisor
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|