Our News

08 / 1 / 09

Sustained Success – How to Ensure Your Business Continues When You Step Away

Interviewed by Matt McClellan Leaving a business or professional partnership presents you with many difficult decisions, ranging from determining who will take your place to how you will be compensated when assets transfer. Ted Welch, a vice president at Peachtree Planning Corporation and founder and owner of Strategic Wealth Group LLC, says developing a succession […]

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07 / 1 / 09

Where’s my bailout? How today’s economy is shaping future investments featuring Josh Cobb – – July Smart Business Magazine

Interviewed by Matt McClellan Many investors have lost a substantial part of their savings and the possibility of future tax increases and market uncertainty is making business owners rethink the way they save as well as the types of benefits they offer their employees. “We’ve obviously seen markets go backward. We know based on current […]

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06 / 1 / 09

Safe and Sound – How Business Owners can Protect their Investments featuring Gene Lee – – June Smart Business Magazine

Interviewed by Matt McClellan The market decline has many business owners wondering which tactics to trust to protect their investment portfolio. “In the past, we’ve recommended proper asset allocation, diversification and portfolio rebalancing to reduce a portfolio’s risk,” says Gene Lee, vice president with Peachtree Planning Corporation. “With what we’ve gone through the past six […]

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05 / 1 / 09

A Safe Haven – Why Whole Life Insurance is Finally Recognized as a Value Added Component of an Asset Allocation featuring Lamar Barden – – May Smart Business Magazine

Interviewed by Matt McClellan Throughout today’s turbulent economic times, there has been at least one safe haven for investors: whole life insurance. Although people have been investing in whole life for more than 150 years, it has experienced a surge in popularity due to its rock-solid dependability. “Whole life insurance has built-in guarantees that are […]

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04 / 1 / 09

Down the Line – How Business Owners can get Through a Downturn by Thinking Long Term featuring Jim Caswell – – April Smart Business Magazine

Interviewed by Matt McClellan In the havoc of the economic downturn, many business owners like many private investors have seen their retirement savings decline by 40 to 50 percent in value. Jim Caswell is a founding partner and Vice President with Peachtree Planning Corporation. He is a Certified Financial Planner and has been providing sound […]

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03 / 31 / 09

Southeastern Financial Group Partners with The Southeast Agency / Peachtree Planning Corporation to create the Premier Financial Services Firm in Birmingham

March 2009 -Birmingham based Southeastern Financial Group, LLC has partnered with The Southeast Agency / Peachtree Planning Corporation, to provide superior financial knowledge and solutions to individuals and business owners. They develop, implement, and utilize financial strategies to help maximize their clients’ time and money. The firm has 13 offices in the Metro Atlanta area, […]

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03 / 1 / 09

Peachtree Planning Corporation/The Southeast Agency Ranked #14 out of Top 148 in Country

Atlanta, Georgia, March 2009 – Peachtree Planning Qualifies for Coveted Master Agency Award – The General Agents and Managers Association (GAMA) has announced that Peachtree Planning Corporation, The Southeast Agency, is a qualifier for the highest award offered by the Association International, the Master Agency Award. Since 1973, GAMA International has recognized management excellence through […]

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03 / 1 / 09

A Good Investment – Simplifying Finances in a Complex Financial World featuring Bob Mathis – – March Smart Business Magazine

The New Year is well under way, and many of us are still wondering, “What now?” Planning has taken on a whole new meaning in this unpredictable environment. How can investors prepare for what they can’t easily predict? “A crisis can be a good opportunity to make strategic changes. But we have to remember that […]

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12 / 31 / 08

Ranked 3rd Largest Atlanta Life Insurance Agency by Atlanta Business Chronicle

Peachtree Planning has been in the top ten since 1997.  

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12 / 31 / 08

Ranked 6th Largest Atlanta Financial Planning & Advisory Firm by Atlanta Business Chronicle

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