Our News

12 / 8 / 16

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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11 / 8 / 16

Peachtree Planning Recognized on The List – Financial Planners by the Nashville Business Journal

The List: Financial Planning Firms in Nashville http://www.bizjournals.com/nashville/subscriber-only/2016/10/21/financial-planners.html Financial Planners Ranked by Total local investment assets Locally Researched by: Carol Smith, Nashville Business Journal Oct 21, 2016, 5:00am CDT Staff Nashville Business Journal This List ranks Nashville area financial planners by canadian online gambling total local investment assets. The total local investment assets of all […]

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10 / 19 / 16

Peachtree Planning recognized by the ABC as 1 of Atlanta’s Top 25 Financial Planning and Advisory Firms!

Peachtree Planning is proud to be recognized again by the ABC as 1 of Atlanta’s Top 25 Financial Planning & Advisory Firms! http://www.bizjournals.com/…/financial-planning-and-advisor… Atlanta’s Top 25 Financial Planning and Advisory Firms … www.bizjournals.com Atlanta’s Top 25 Financial Planning and Advisory Firms Ranked by Total assets under management for Atlanta office Atlanta’s Top 25 Financial Planning […]

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08 / 30 / 16

Peachtree Planning President Brad Stonecipher interviewed for the Atlanta Business Chronicle Article – Medical Costs Can Hamper Retirement –

Peachtree Planning President Brad Stonecipher has also seen a lot of carriers get out of the market in the last 7 to 8 years and has seen a major move toward asset-based products, like annuities and life insurance, which have long-term care benefits attached to them. “The industry is grappling with the problem like all […]

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06 / 22 / 16

“Are these metro Atlanta’s 5 best finance companies?” Peachtree Planning listed in Top 5 by the Atlanta Journal Constitution

“For the past six years, Peachtree Planning has secured a spot on the AJC’s list of top workplaces. Founded in 1987, Peachtree Planning is distinguished for its services in wealth planning and client management strategies. Employees are encouraged to have one-on-one relationships with clients: “I am able to make a difference in people’s lives,” said […]

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05 / 31 / 16

John D. Richardson, RICP – Visits Federal Lawmakers – Discusses middle market access to financial advice and service

  [Nashville, TN] ― John D. Richardson, RICP joined hundreds of other professional insurance agents, advisors, brokers, consultants and employee benefit specialists from across the country in Washington, D.C. on May 25 to meet with U.S. Senate and U.S. House members and their staff as part of the National Association of Insurance and Financial Advisors’s […]

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05 / 27 / 16

Peachtree Planning is honored to make Birmingham Business Journal’s “THE LIST – Investment Brokers” – May 2016

Peachtree Planning is honored to make Birmingham Business Journal’s “THE LIST – Investment Brokers” – May 2016  

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05 / 25 / 16

Congratulations Dustin Dawes on completing your term as President of the Nashville chapter of the National Association of Insurance and Financial Advisors (NAIFA)!

Congratulations Dustin Dawes on completing your term as President of the Nashville chapter of the National Association of Insurance and Financial Advisors (NAIFA).  Thank you for your contributions to our industry, to the Peachtree family, and to the Nashville community.

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05 / 19 / 16

Peachtree Planning is proud to make “The List – Financial Planners” by the Birmingham Business Journal

Proud to make “The List – Financial Planners” by the Birmingham Business Journal

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05 / 12 / 16

Peachtree Planning Corporation is proud to share the Atlanta Business Chronicle’s recognition of Darrell “Corky” Dawes as our firm’s new Chief Executive Officer.

Darrell “Corky” Dawes recognized by the Atlanta Business Chronicle as our firm’s new Chief Executive Officer. https://lnkd.in/ee4up3v    

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