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.

See How We Can Help 
Our Tools

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www.livingbalancesheet.com 

Our News

July 18, 2017 Full Story

The Results Are In – Peachtree Recognized as a Daily Report’s Best Wealth Management / Financial Advising Firm in 2017!

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 […]

June 28, 2017 Full Story

Sarah Dozier, Vice President – Recognized by NAIFA Atlanta as a 2017 Top Female Advisor!

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

June 26, 2017 Full Story

Peachtree Planning Awarded Nashville’s Top Small Workplace and Special Award for Ethics by the Tennessean!

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/  

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© 2017 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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