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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
shutterstock_85892584 employee benefits

Sep
17th
Holding Companies, Beware: The Affordable Care Act is Here

Decentralized subsidiary companies with fewer than 100 employees that are selecting their own benefit plans need to take a close look at the employer mandate of the Affordable Care Act (ACA) — which will essentially force these type of subsidiaries and their holding companies to change the way they do business. The mandate requires companies […]

Donations file (Charitable Giving 3) compressed

Sep
9th
Using Ordinary Income Tax as Part of Your Charitable Giving Strategy

In this blog post, the third in a series of four, we’ll detail several ways in which charitable gifts can be used to write down ordinary income tax. As you look over your income taxes for 2013, it might be useful to consider some options for diverting your tax payments to charity. And while outright […]

e-payments_161845517.600x400

Sep
4th
The Transitional Reinsurance Fee

Section 1341 of the Affordable Care Act (ACA) established the transition reinsurance program. Its purpose is to stabilize premiums in the individual market due to changes mandated by ACA (including elimination of medical underwriting and pre-existing condition exclusions). The program will collect contributions from group health plans to fund reinsurance payments to insurers in the […]

retired on the beach_98725502

Sep
2nd
The Five-Year Countdown to Retirement: How to Prepare

When it comes to retirement planning, the top regret among American seniors is this: they wish they had saved more. In fact, a recent survey by the National Council on Aging found that this regret outranks all others, including how well they prioritized health and maintained family connections in their younger years. Retirement planning, done […]