Peter B. Cohen is President and CEO of P.C. Planning & Benefits, Inc. He is a Registered Investment Advisor. Peter focuses on Retirement Strategies, Business Planning and Wealth Preservation.
With more than 40 years of experience, his background encompasses all facets of wealth preservation, including asset allocation, estate planning, business succession, tax-minimization, risk management, and business finance. A major emphasis is on retirement plan optimization.
Peter is perhaps best known for his role as host of the popular weekly radio program, “Live for Today and Plan for Tomorrow! with Peter Cohen,” which aired across the Northeast for over a decade, Peter continues to be a featured speaker for his creative, and practical approach to the accumulation and protection of individual wealth, retirement plan strategies and income tax-reduction.
In his practice, Peter utilizes Schwab Investment Advisory Services, Asset Mark’s Private Wealth Management platform, and National Financial Services all which offers investment and risk management strategies that are customizable to the individual investor.
Peter maintains a both a General Securities license and life, accident and health insurance licenses.
Peter B. Cohen offers products and services using the following business names: Peter B. Cohen/PC Planning and Benefits, Inc – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Peter B. Cohen/PC Planning and Benefits, Inc.