Personal Investment & Pre-Retirement Plans

Turn To The Pros

Owners and executives like you, occupied 24-7 with management issues, often neglect their own personal investments. Many procrastinate until retirement is just around the corner. Further, in private companies, their personal financial interests may be linked or affected by company activities and finances. PCC's Registered Representatives understand these special circumstances and time constraints. Methodically, they help identify personal financial needs, set objectives and develop winning strategies.

On your behalf, we constantly review the marketplace for tax-favored programs like the following:

• Employee Pension Plans (SEPP) allow sole proprietors or small business owners to maximize contributions without the burden of IRS filings and complex administration.
• Mutual fund families provide a wide array of asset classes and consolidate reporting.
• Life insurance companies offer variable annuities for tax-deferred growth of multiple fund family stock and bond investments.

Helping you choose the best investments is a critical part of the PCC capability. Our handpicked affiliates also arrange custom portfolio management for high net worth individuals, and we have established relationships with excellent money managers like Templeton Private Client Group and PIMCO Portfolio Strategies.