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.

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing h...
06/17/2026

Your investment strategies and personal beliefs don’t have to be mutually exclusive. Learn more about impact investing here:

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/16/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

06/15/2026

Whether you realize it or not, you’ve allocated your assets.

Renter? Think you’re covered by the owner’s insurance? Do a double check.
06/12/2026

Renter? Think you’re covered by the owner’s insurance? Do a double check.

Don’t overlook the need for renter’s insurance if you rent your home.

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.
06/10/2026

Even the most seasoned investors are prone to biases affecting their financial choices. Learn more in this message.

Even the most seasoned investors have biases affecting their financial choices.

Secrets of the Temple: How the Federal Reserve works.
06/08/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun vi...
06/05/2026

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

Learn about cyber liability insurance in this entertaining video.

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
06/03/2026

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

06/01/2026

Markets can be unpredictable, but solid investment principles remain constant. Discover how diversification, asset allocation, and consistent investing may help you navigate good times and challenging periods.

05/29/2026

Considering alternative investments? It’s critical to sort through the complexity.

Address

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

Telephone

+18606511569

Website

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