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

March 27, 2017 Full Story

Peachtree Planning Recognized as a Top Workplace in Atlanta in 2017 by the AJC!

Congratulations, once again, to Peachtree Planning on being recognized by the Atlanta Journal-Constitution as a Top Workplace in 2017!  Click the link below to see the full list of all of the small workplace winners! The full list appeared in a special section of the AJC 3/26/17 Edition.   http://www.ajc.com/business/employment/see-the-list-all-small-workplace-winners/JfB8381YJumvfEvzOU2TxK/

December 13, 2016 Full Story

Peachtree Planning Recognized by the Daily Report as one of the “Best of 2016 – (Best Financial Advisory and Investment Firm) – Regional”

Congratulations to Peachtree Planning for being named “Best of 2016 – (Best Financial Advisory and Investment Firm) – Regional” by the Daily Report again!! The Daily Report’s sixth annual Best Of supplement, recognizing the vendors that Georgia lawyers and firm administrators turn to first to keep their lives on track, inside and outside of the office were revealed […]

December 8, 2016 Full Story

Proud to Support the Community through Volunteering and Donating with the Salvation Army!

Peachtree Planning supports the community all throughout the year including the Holiday season by encouraging our team to volunteer to ring the Salvation Army bells! To experience the generosity and giving hearts from total strangers is an amazing and humbling thing! Thank you to all of our volunteers and to everyone who donated.

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© 2017 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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