Rio Valeriano

Rio Valeriano has been providing sound financial products and services since 2004.  He has a Masters of Business Administration from the University of Tennessee, and two Baccalaureates from the University of Florida and The College of William & Mary.  He also served for 10 years in the United States Army National Guard honorably discharged with the rank of Captain.  In 1999 and 2000 his start-up business received regional recognition through the Excel Awards sponsored by Sun Trust Bank for the fastest growing firm in a general business category.

Today’s financial market place is full of rapidly changing tides that require individuals well versed in how to navigate through and around the market’s ebbs and flows.  Rio Valeriano and Peachtree Planning are dedicated to successfully protect, organize and grow our client’s wealth, through uncommon and unique processes.  Whether you have individual or corporate financial needs that include succession planning, carve outs, wills, trusts, estate planning, life/disability insurance needs, leveraged financing demands, business continuation, business overhead, buy/sell agreements, key person, salary continuation, group dental/vision, defined benefit, executive compensation, fully insured plans (IRC 412’s), profit sharing or other financial drivers; We can provide comprehensive financial solutions that help mitigate issues today, plan for tomorrow and address the needs for generational legacy, whether corporate or individual.  Our goal is to work with your current team of advisors and professionals to develop a tactical plan that is creditor protected, tax effective, geared to grow your wealth and afford you all the control and transition necessary when there is a sale, death, disability or retirement.

When Rio is not working with his clients financial matters he is active in youth sports coaching or cheering on his kids.  He also enjoys cooking, boating, fitness, fishing, golf and rooting on his favorite professional football and baseball teams.

Financial Representative, The Guardian Life Insurance Company of America, New York, NY.
Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation.
2015-10760 Exp. 9/2017

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© 2018 Peachtree Planning Corporation. ALL RIGHTS RESERVED

This material is intended for general public use. By providing this material, Peachtree Planning Corporation is not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial professional for guidance and information specific to your individual situation.

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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