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