P.C. Planning & Benefits

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United States
West Simsbury, CT
P.C. Planning & Benefits

Comprehensive financial planning firm with 40+ yrs service helping businesses & HNWI clients. Secur Let us help you create and enjoy Income for Life!

We know that with all of the demands on your time and attention, organizing your finances may get put on the back burner and uncertainty sets in. In fact, the more you think about it, the more uncomfortable you become, and that is where we come in. We can function as your financial advocate by paying attention to the details and taking a 360-degree approach to comprehensive planning. We can help y

ou work towards reaching your goals by organizing all of your personal, family and business financial information... all in one place. Our sophisticated technology consolidates your information and presents it clearly. When you work with us, all of your accounts will be updated and accessible to you in your own secure personal web page that lays out your entire financial world. This gives you a reliable, up-to-date financial reference point. Any time, day or night, 24/7. So no matter where you are, we can both quickly get the data we need to help you make a decision. As your financial advocate, we collaborate with your other financial advisors. We will remain at your side looking out for you by pointing out:

- Tax, education and retirement strategies
- Portfolios that need re-balancing
- Risk tolerances that are out of sync
- 401K and/or IRA accounts that need to be consolidated
- Unusual account activity
- Estate plans that need updating

We also offer a safe and secure online Virtual Vault which allows you to store and organize your important legal, financial and family documents. This vault has proven to be invaluable to our clients particularly in times of need, like having a backup of treasured family photos if a natural disaster destroys your home. As long as you can get to the internet, you can retrieve your important documents, pictures, and even audio files. If we become your financial advocate, we will help organize your financial world, provide you with guidance, give you gentle reminders and help you stay on course.

07/20/2026

Leasing a car? Consider gap insurance to protect against losses that may not be covered by your current policy.

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

07/17/2026

What would you do if your beloved dog caused some damage where a mere apology wasn’t enough?

Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.

07/15/2026

Agent Jane Bond wants you to know about how bonds can be laddered to generate income.

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

07/13/2026

Fallen trees damage property and strain neighborly relations. Who pays when your tree falls?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

07/10/2026

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

07/08/2026

Do you know the difference between a global mutual fund and an international mutual fund?

Investors seeking world investments can choose between global and international funds. What's the difference?

07/06/2026

Bulls and bears, oh my! Why are the financial markets full of animals? Read on to learn what these terms mean, and the history of bull and bear markets.

This helpful infographic will define bull and bear markets, as well as give a historical overview.

07/03/2026

When was the last time you updated your will?

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

07/01/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

Address

12 Rocklyn Court , Suite 101B
West Simsbury, CT
06092

Telephone

+18606511569

Website

http://www.pcplanning.com/

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