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)