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.

Individual Planning

Business & Exit Planning

Individual & Business Planning 
Our Tools

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www.livingbalancesheet.com 

Our News

February 8, 2018 Full Story

Congratulations to our 2017 Award Winners – honored at our annual Awards and Appreciation Luncheon – February 2, 2018 at Ansley Golf Club!

Like a circle, the pursuit of excellence has no end. We salute our 2017 Award Winners for their unwavering commitment to outstanding personal performance. Our firm’s achievements are shaped by the strength of the foundations we set. Thank you for your commitment to excellence!

February 7, 2018 Full Story

Clay McDowell Named a Top Advisor Under 40 by NAIFA Birmingham on Feb. 6th, 2018!

Congratulations to Clay McDowell named a Top Advisor Under 40 by NAIFA-National Association of Insurance and Financial Advisors Birmingham at their luncheon yesterday! Inky Johnson was a guest speaker at the Awards Event. Look for a full article to be published in the March edition of the Birmingham Business Journal.

October 13, 2017 Full Story

Peachtree Planning is proud to once again be recognized on The List of Top Financial Planners in 2017 by the Nashville Business Chronicle!

Peachtree Planning is proud to once again be recognized on The List of Top Financial Planners in 2017 by the Nashville Business Chronicle! https://www.bizjournals.com/nashville/news/2017/10/11/top-of-the-list-nashvilles-biggest-financial.html

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┬ę 2018 Peachtree Planning Corporation. ALL RIGHTS RESERVED

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

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