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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_169555559 health coverage enrollment 600x400

Oct
14th
New Mid-Year Election Changes Permitted in Section 125 Cafeteria Plans

The Internal Revenue Service has issued IRS Notice 2014-55, which permits two new types of mid-year election changes under a section 125 cafeteria plan. The primary purpose of these additional election change opportunities is to facilitate enrollment in the Health Insurance Marketplace. Section 125 regulations will be modified consistent with the guidance in the Notice, […]

medical records

Oct
7th
Protect Your Elder Care Facilities with a Medical Record Release System

Elder care is big business — and set to get even bigger as the industry shifts to accommodate aging baby boomers, who started turning 65 in 2011 and make up close to 25 percent of the United States population. With the country’s aging population comes a need to fine-tune and improve systems and services for […]

judge judy

Sep
23rd
Legal Defense Inside vs. Outside the Limits of Liability Insurance: Not Knowing the Difference

Do you know if you have sufficient liability coverage to protect you against both legal defense expenses and any damages awarded to a plaintiff? Many companies are not adequately insured because they are unaware of the distinction between two different types of liability insurance. Legal costs can quickly exhaust your policy limit leaving you to […]

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 […]