INDIVIDUALFINANCIALSTRATEGIES

Developing and maintaining winning financial strategies has long been the core of the Peachtree Planning practice. The organization was created by experienced professionals who continually educate themselves to help their clients turn their financial vision into reality.

They develop strategies to enable their clients to pass the majority of their estates to their designated heirs and to minimize estate shrinkage.

Once the appropriate strategies are in place to help maximize accumulation, conservation and distribution of wealth, the Peachtree Planning professionals provide a structure to help protect client assets against unexpected contingencies such as lawsuits, disability, or premature death. The result is a total comprehensive plan, based on flexibility and ongoing strategies to help clients maximize their financial potential.

I T S T A R T S W I T H A VI S I O N

In approaching your unique situation, we began with questions not answers. When you think about it, the foundation of a successful financial program starts with an understanding of how all the components work together. The majority of your life will be spent during your "working years". Peachtree Planning offers strategies to help achieve maximum financial potential without sacrificing current lifestyles and to help maximize retirement income without the worry of outliving assets.

Registered Representatives and Financial Advisors of Park Avenue Securities LLC (PAS), 5040 Roswell Road, Atlanta, GA 30342, 1-800-366-0839. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor. Financial Representatives, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Peachtree Planning Corporation and Peachtree Planning of Tennesee, LLC are not an affiliates or subsidiaries of PAS or Guardian. Peachtree Planning Advisors is an independent registered investment advisor.
PAS is a member of FINRA, SIPC.

© 2003 Peachtree Planning Corporation

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