The experienced financial professionals at Peachtree Planning have an understanding of tax laws, and an in-depth knowledge of financial services, employee benefit plans, insurance, investments*, and other tools.
Getting organized is the first
step towards designing an effective financial strategy. Without the proper tools and systems in place, staying organized can be an equally difficult task.
Proud to share Peachtree Planning has been recognized again by the attorneys of Metro Atlanta as one of the best in the Daily Report’s Best of 2017 survey. Recognized as a Best Wealth Management / Financial Advising Firm! We were also inducted into the Daily Report’s “Hall of Fame” for our recognition as repeatedly receiving […]
Sarah Dozier, Vice President – Recognized by NAIFA Atlanta as a 2017 Top Female Advisor! We are lucky and thankful to have Sarah on our team. http://www.naifa-atlanta.org/documents/2017-ABC-NAIFA-Atlanta-Top-Female-Advisors.pdf
Tennessean Awards Peachtree Planning Nashville’s Top Small Workplace and Special Award for Ethics! http://www.tennessean.com/…/nashville-top-workpl…/396715001/ http://www.tennessean.com/story/money/2017/06/23/nashville-top-workplaces-people-come-first-peachtree-planning/396715001/
This material is intended for general public use. By providing this material, Peachtree Planning Corporation is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.
Peachtree Planning Corporation, Peachtree Planning of Tennessee, LLC, Peachtree Planning North, LLC and Southeastern Financial Group are agencies of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 5040 Roswell Road, Atlanta, GA 30342, Phone #404.260.1600. PAS is an indirect, wholly-owned subsidiary of Guardian. Peachtree Planning Corporation, Peachtree Planning of Tennessee, LLC, Peachtree Planning North, LLC and Southeastern Financial Group are not affiliates or subsidiaries of PAS or Guardian.
Important Disclosures.
2015-10691 Exp 10/17
