Our People

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.

Meet Our Team 
Our Process

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.

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Our Tools

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www.livingbalancesheet.com 

Our News

June 22, 2016 Full Story

“Are these metro Atlanta’s 5 best finance companies?” Peachtree Planning listed in Top 5 by the Atlanta Journal Constitution

“For the past six years, Peachtree Planning has secured a spot on the AJC’s list of top workplaces. Founded in 1987, Peachtree Planning is distinguished for its services in wealth planning and client management strategies. Employees are encouraged to have one-on-one relationships with clients: “I am able to make a difference in people’s lives,” said […]

May 31, 2016 Full Story

John D. Richardson, RICP – Visits Federal Lawmakers – Discusses middle market access to financial advice and service

  [Nashville, TN] ― John D. Richardson, RICP joined hundreds of other professional insurance agents, advisors, brokers, consultants and employee benefit specialists from across the country in Washington, D.C. on May 25 to meet with U.S. Senate and U.S. House members and their staff as part of the National Association of Insurance and Financial Advisors’s […]

May 27, 2016 Full Story

Peachtree Planning is honored to make Birmingham Business Journal’s “THE LIST – Investment Brokers” – May 2016

Peachtree Planning is honored to make Birmingham Business Journal’s “THE LIST – Investment Brokers” – May 2016  

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© 2016 Peachtree Planning Corporation. ALL RIGHTS RESERVED

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

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