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Peter T. Godfrey, CFP®, AIF®

PeterGodfrey

Vice President, PSA Financial Advisors Inc.

Direct Phone: 443.798.7400
Toll Free: 800.499.3033
Fax: 443.798.7211
E-mail: pgodfrey@psafinancial.com
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Professional Background

Peter Godfrey, an investment advisor representative of PSA Financial Advisors Inc., who specializes in retirement plan consulting, providing independent investment advice and fiduciary compliance consulting to retirement plan sponsors, trustees and investment committees. He provides unbiased advice on investment selection, monitoring and asset allocation portfolios for plan participants.

Peter has been advising middle market companies on retirement plans and other employee benefit plans since 1995, following a 14-year career in commercial banking and finance. He is a Certified Financial Planner® practitioner, and an Accredited Investment Fiduciary® practitioner.

Education

A graduate of James Madison University, Peter holds a degree in finance. He is a licensed life and health insurance consultant.

Business/Customer Service Philosophy

“My philosophy has always been about trust. My clients can trust me to work hard for them with honesty and integrity, always putting their interests first.”

PSA Perspective Blog Posts by Peter Godfrey

Recent Blog Posts
ACA sign

Apr
8th
New ACA Reporting Requirements

The Department of Treasury has issued final regulations implementing the insurer and employer reporting requirements under the Affordable Care Act, which will form the basis of the process for assessing penalties under both the individual mandate and the employer mandate and determining eligibility for premium tax credits.  Set forth below is a summary of the […]

shutterstock_retirement

Mar
25th
Planning for a Successful Retirement: Beware of Retirement Pitfalls with These Pillars of Protection

Planning always starts with how you decide to define your personal goals and dreams for a comfortable and satisfying retirement. Many retirees today are staying very active with volunteer work, travel and family. If you’re approaching your retirement, it’s important to not be short sighted, have all the right planning in place, and to avoid […]

PSA Awards DSC_1587 Feb 12th 2014 Coyle Studios

Mar
18th
PSA Scraps Formal Awards Ceremony for Something More Fun

Most of us associate insurance and financial services companies with dark suits and blazers, pie charts and bar graphs. In large part, that description fits the bill. You might be surprised to learn, though, that each winter at PSA, we set aside our gap analyses and cost models to play the parts of rock stars, […]

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Mar
11th
Where is Our Economy Headed? Anirban Basu Explains

What makes South Sudan the fastest-growing economy in the world? It must be that it’s a “fabulous vacation destination for the kids,” said Baltimore-based economist Anirban Basu, tongue-in-cheek, during a galvanizing talk as part of the PSA Partnership Program. What makes Brazil another top contender, given that Brazilians are “rarely at work and never fully […]