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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
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Aug
21st
Affordable Care Act Updates

This post summarizes recent regulatory and judicial activity impacting the Affordable Care Act (ACA). Contraceptive Coverage Mandate The Supreme Court ruled that the federal government violated the Religious Freedom Restoration Act by requiring closely-held for-profit faith-based employers to provide contraceptive coverage as part of ACA’s preventive care requirements for group health plans. The Religious Freedom […]

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Aug
19th
Risk Management Best Practices for Non-Profits

Are you aware of the exposures that may threaten your non-profit organization? I had the opportunity to speak on a webinar organized by the non-profit team at McGladrey where we exposed commonly faced risks and shared best practices to help non-profit organizations avoid facing costly and disruptive issues. I’ve distilled down the main points into […]

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Aug
12th
Mitigating Capital Gains Taxes with Charitable Giving

Did your stocks perform well this year? Do you have a favorite charity? Consider this: Instead of paying capital gains tax on stocks that performed well in 2013, you could donate some of the gains to charity and use the resulting deduction to write down your remaining annual gains. In this blog post, the second […]

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Aug
7th
Electronic Distribution of Welfare Plan Information

ERISA and other federal regulations require that certain welfare benefit plan information be furnished to plan participants and beneficiaries. In general, these documents must be distributed and not just made available. Electronic distribution is often the preferred method because it is easier administratively, cost-efficient and environmentally friendly. However, the Department of Labor (DOL) and other […]