ESTATE, BUSINESS & FINANCIAL PLANNING

Creative planning requires veteran knowledge and experience. The professionals at Peachtree Planning have not only that experience, but also the resources to provide their clients with the necessary means to carry out more sophisticated planning opportunites.
Such opportunities includes:

  • Insurance Planning
  • Investment Planning
  • Retirement Distribution
    Planning
  • Education Planning
  • Estate Planning
  • Business Planning
  • Charitable Planning

Today, more than ever, people are basing a large portion of their financial future solely on the returns of their investments.  The investment representatives of Peachtree Planning can not only help their clients select those investment instruments, but also make sure they are coordinated within a comprehensive strategy designed to maximize their unique individual objectives while staying within their risk tolerance.

The Peachtree Planning investment staff works with Park Avenue Securities L.L.C.,* an independent broker-dealer, to insure that client investment strategies are implemented in the most efficient and effective manner possible. Their investment representatives serve as a resource of knowledge and information for all of their clients' situations.

H E L P I N G T O M A X I M I Z E
Y O U R I N V E S T M E N T S

 

*Investments are offered through Park Avenue Securities LLC (PAS), 5040 Roswell Road, Atlanta, Georgia, 30342, 1-800-366-0839.  PAS is an indirect wholly owned subsidiary of the Guardian Life Insurance Company of America (Guardian).  Peachtree Planning Corporation is not an affiliate or subsidiary of PAS. Peachtree Planning Corporation has a brokerage agreement with Guardian.
PAS is a member of FINRA, SIPC.


© 2003 Peachtree Planning Corporation

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