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Our Services

At P.C. Planning & Benefits, Inc., we provide assistance in the following areas:

MONEY MANAGEMENT

TAX PLANNING

INSURANCE

  • Business Owner Protection
  • Disability Income
  • The Kai-Zen Plan
  • Life Insurance
  • Physician Specialty Coverage

ESTATE PLANNING

TECHNOLOGY

  • Customized Client Website
  • Secure 24/7 Access via Internet
  • Robust Reports and Customizable Views
  • Additional User Accounts (Advisors, Assistants, Family Members)