Our News

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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11 / 11 / 08

2008 “First in Class” Award Recipient by GAMA International

Atlanta, Georgia-2008 First in Class Award Recipient by GAMA International- Atlanta-based Peachtree Planning Corporation (PPC), a member firm of The Southeast Agency, has been recognized as “First in Class” by GAMA International. The firm’s CEO and founder, Bob Mathis, was presented the award at the annual GAMA International meeting in San Francisco. Peachtree Planning was […]

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06 / 24 / 08

Named a Master Agency by GAMA International-June 2008

Atlanta, Georgia, June 2008 – 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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02 / 11 / 08

2008 President’s Cup Winner

Shared Values, Shared Victory Guardian’s Southeast Agency Wins the 2008 President’s Cup Winning Guardian’s prestigious President’s Cup is a professional accomplishment that only a select few General Agencies can list on their credentials. Earning the award requires a collaborative effort that includes the contributions of every member of the agency team. For the Southeast Agency, […]

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02 / 6 / 08

Matt Justice Named a Vice President

Atlanta, Georgia, March 2008 – Matt Justice earned the title of Vice President of Peachtree Planning Corporation. This distinction is attained by a select few of top financial representatives with the firm; those with the highest levels of overall client satisfaction and career development. Mr. Justice was recognized in Atlanta, at the firms 21st Annual […]

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11 / 11 / 07

Ranked as one of Atlanta’s Top 25 Financial Planning & Advisory Firms by Atlanta Business Chronicle

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10 / 11 / 07

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

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