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Allan Phillips
Allan Phillips grew up in southeast Arkansas but has lived in Nashville since 1997. After graduating from Vanderbilt University in 2001, he pursued a career in music as a songwriter and performer before joining Peachtree Planning of Tennessee in 2004. Allan specializes in working with physicians, helping them implement strategies that protect their earning power and assets. Clients work with him because of his attention to what matters most to them and his ability to apply this to their finances. The benefit is that his clients have peace of mind and confidence that they will successfully reach their goals.
Allan and his wife Becky are active members of West End Community Church, where Allan serves as a deacon and volunteers in Children's Ministry. He has a one year old son, Eli, who keeps him on his toes. In his spare time, he enjoys writing and playing music, and performing whenever the opportunity arises.
His office is located at 9019 Overlook Blvd., Suite D-1, Brentwood, TN 37027. His office phone number is (615) 376-8352, and his email is address is allan.phillips@peachtreeplanning.com
Allan Phillips, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 5040 Roswell Road, Atlanta, GA 30342, 800-366-0839. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 800-366-0839. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Peachtree Planning of Tennessee, LLC is not an affiliate or subsidiary of PAS or Guardian.
PAS is a member FINRA, SIPC.
5040 Roswell Road, Atlanta, Georgia 30342
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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 Tennessee, LLC are not affiliates or subsidiaries of PAS or Guardian.
PAS is a member of FINRA, SIPC.
The Financial Representatives of Peachtree Planning Corporation and Peachtree Planning of Tennesee, LLC are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Nina Weaver at 404-260-1677. Neither Park Avenue Securities, Guardian, nor their representatives render legal or tax advice. Please consult with your attorney, accountant, and / or tax advisor for advice concerning your particular circumstances. Disability Income and Long Term Care products underwritten and issued by Berkshire Life Insurance Company of America, Pittsburgh, MA, a wholly owned stock subsidiary of The Guardian Life Insurance Company of America, New York, NY. Products not available in all states. Product provisions and features may vary from state to state.
THE LIVING BALANCE SHEET® and logo are registered trademarks of The Guardian Life Insurance Company of America, New York, NY. Patent is pending. The trademark The Living Balance Sheet and the content and graphics on this website which relate or refer to The Living Balance Sheet system are used under license from Guardian.
The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.
* GAMA International, August 2007
** The Atlanta Business Chronicle 2007 Book of List: Atlanta's Top Life Insurance Agencies and Atlanta's Top 25 Financial Planning and Advisory Firms