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.

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Getting organized is the first step towards designing an effective financial strategy.

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Our News

April 10, 2018 Full Story

Keays Bass and Brian Holmes recognized as NAIFA (National Association of Insurance and Financial Advisors) Atlanta’s 2018 Top Advisors Under 40

William “Keays” Bass III and Brian M. Holmes, RICP recognized as NAIFA (National Association of Insurance and Financial Advisors) Atlanta’s 2018 Top Advisors Under 40. NAIFA Atlanta held its annual Top Advisor Luncheon where our associates were recognized on March 1st.  Recipients of NAIFA-Atlanta’s Top Advisors Under 40 are nominated by their peers or business associates and are evaluated on […]

March 5, 2018 Full Story

Peachtree Planning Recognized as a 2018 Top Workplace by the AJC for 8th consecutive year!

Peachtree Planning Recognized as a 2018 Top Workplace by the AJC for 8th consecutive year! https://www.ajc.com/news/see-the-full-list-the-top-small-workplace-winners-2018/4yC6gLqnUFErmA1mQxL3hK/ According to the Sunday, March 4th edition of the Atlanta Journal and Constitution Top Workplaces Special Section, Peachtree Planning ranked 8th in the Small Business Category. There were more than 2,300 companies nominated or requested to participate in the 2018 […]

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!

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© 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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