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

December 28, 2015 Full Story

Peachtree Planning Named Daily Report’s The Best of in 2015

The Results Are In! Peachtree Planning is proud to be named one of The Best of Financial Planning and Advisory Firms in 2015 by The Daily Report. Thank you to Georgia Attorneys for selecting us this year again! http://www.dailyreportonline.com/id=1202740251166/Best-Of-2015-The-Results-Are-In?slreturn=20151128132020

December 2, 2015 Full Story

Peachtree Planning Ranked 2nd Largest Atlanta Life Insurance Agency by Atlanta Business Chronicle

  http://www.bizjournals.com/atlanta/subscriber-only/2015/11/27/life-insurance-agencies.html?s=print Peachtree Planning has been in the top ten since 1997.

Peachtree Planning Corporation Congratulations to Gene Lee and Jay Milam, featured in the Cartersville Daily Tribune News!

Click on the link below to see the article online or open the attachment! Two local wealth managers have been recognized for being among the best in client satisfaction. http://www.daily-tribune.com/newsx/item/4186-lee-milam-recognized-as-two-of-best-personal-wealth-managers-in-atlanta-area

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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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