P.C. Planning & Benefits

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.

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
09/09/2026

Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.

Learn when it may not make sense to file a claim on your home insurance.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/09/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

Can group and private disability policies work together?
09/07/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Do you know what your insurance needs are, when you’re married, with children?
09/04/2026

Do you know what your insurance needs are, when you’re married, with children?

When you’re married and have children, insurance needs will be different.

Do you really understand how your homeowners insurance works?
09/02/2026

Do you really understand how your homeowners insurance works?

Purchasing homeowners insurance is critical for protecting your home.

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
08/31/2026

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

Learn how insurance deductibles work, and how they can help you save money.
08/28/2026

Learn how insurance deductibles work, and how they can help you save money.

Knowing how insurance deductibles work can help you save money.

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.
08/26/2026

The choice of business structure is not a final decision. You may amend your business structure to your changing needs.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Learn the language of life insurance.
08/24/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life ins...
08/21/2026

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

Address

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

Telephone

+18606511569

Website

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