P.C. Planning & Benefits

Call Directions Website

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 you 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.

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property...
10/26/2026

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

The S&P 500 is ubiquitous. Ever wonder how it works?
10/23/2026

The S&P 500 is ubiquitous. Ever wonder how it works?

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Where do you begin when buying a home? This article has some pointers.
10/21/2026

Where do you begin when buying a home? This article has some pointers.

A look at what you need to think about when buying a home.

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between...
10/19/2026

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

A disability could keep you from work and increase costs. How can you protect yourself?
10/16/2026

A disability could keep you from work and increase costs. How can you protect yourself?

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

A special needs trust can help care for a special needs child, even after you’re gone.
10/14/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.
10/12/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Does your insurance cover you if you get into an accident with an uninsured driver?
10/09/2026

Does your insurance cover you if you get into an accident with an uninsured driver?

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jo...
10/09/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Quarterly Market Insights | October 2026 U.S. and Canadian Markets Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials. The Standard & Poor’s 500 Index gained 2.03 percent, while the Nasd...

What every parent needs to know about insuring his or her teen driver.
10/07/2026

What every parent needs to know about insuring his or her teen driver.

Tips on insuring your teen driver.

Address

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

Telephone

+18606511569

Website

Alerts

Be the first to know and let us send you an email when P.C. Planning & Benefits posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category