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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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Jul
24th
Make Charitable Giving Part of Your Financial Plan

Twenty years into my career as a financial planner, I had the great opportunity to meet one of the country’s top charitable planning advisors.  He had flown into Baltimore to speak about the impact of his work with the March of Dimes and teach a select group of advisors some of the complex strategies his […]

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Jul
11th
Proposed Policy Could Discourage Retirement Savings

Brokers play an important role in the retirement community, yet a proposed rule change in the federal government may alter how they operate, and some believe it could possibly put a long-term damper on participation in 401(k) retirement plans. The proposed rule change would raise the guidelines for broker advice from the current “suitability” standard […]

Portfolio (compressed)

May
30th
Time is of the Essence in PSA’s Sundial Portfolios

There is an old adage that says It’s the time in the market that counts, not timing the market, and it speaks to the importance of time when investing your money. Time is one of the key components we consider when building a portfolio for a client because the time horizon of a portfolio influences […]

Featured Image- Ritz1 cropped

May
8th
Secrets of The Ritz-Carlton’s ‘Legendary’ Customer Service

Research supports what most of us already know from experience — that people talk about customer service. If it’s a positive experience, people talk about it. And if it’s a negative experience, people talk about it more. Statistically, most of us are likely to tell 10 to 15 more people about a bad experience than […]