Our Services
At P.C. Planning & Benefits, Inc., we provide assistance in the following areas:
MONEY MANAGEMENT
- Ameritas Investment Corp. (Lincoln, NE)
- Assetmark (Chicago, IL)
- Clark Capital Management Group (Philadelphia, PA)
TAX PLANNING
- Captive Insurance Companies
- Defined Benefit Pension Plans
- Private Placements (Energy and Real Estate Investment Trusts)
INSURANCE
- Business Owner Protection
- Disability Income
- The Kai-Zen Plan
- Life Insurance
- Physician Specialty Coverage
ESTATE PLANNING
- Leveraged Planning with Premium Financing
- Private Annuities
TECHNOLOGY
- Customized Client Website
- Secure 24/7 Access via Internet
- Robust Reports and Customizable Views
- Additional User Accounts (Advisors, Assistants, Family Members)