PEACHTREE PLANNING SPECIALIZES IN PROVIDING FINANCIAL KNOWLEDGE AND SOLUTIONS TO INDIVIDUALS AND BUSINESS OWNERS.   WE DEVELOP, IMPLEMENT AND UTILIZE FINANCIAL STRATEGIES TO HELP MAXIMIZE OUR CLIENT'S TIME AND MONEY.

 

M A C R O - E C O N O M I C 

W E A LT H  M A N A G E M E N T





The Living Balance Sheet® is a revolutionary web-based system where you can view all of your financial accounts from one secure location. Built specifically with your needs in mind, it covers the four critical areas:
Protection, Assets, Liabilities, and Cash Flow.


Click Here to watch our 3 minute short flash video and see The Living Balance Sheet® in action

Client Living Balance Sheet® Login: https://www.livingbalancesheet.com/lbs/default.aspx?lbs/pa


NEWS & INFORMATION
* Click here for a copy of our latest Financial Insights Newsletter
* BROKERS: Click on Brokerage to link to our Brokerage Website


PEACHTREE PLANNING IS:
* 2008 First in Class Award Recipient by GAMA International. The Award is presented in recognition of distinguished leadership in the art and science of agency building. Each recipient has led their respective organization to the pinnacle of their company’s distribution system for the preceding business year.
*
Ranked nationally by GAMA as the 8th largest Financial Services Firm in U.S.*
* Ranked by GAMA as a Master Agency 9 consecutive years*
* Ranked by the Atlanta Business Chronicle as the 3rd largest Life Insurance Firm in Atlanta**
* Ranked by the Atlanta Business Chronicle as the 15th largest Financial Planning Firm in Atlanta**

For you who are already Peachtree Planning Corporation clients, we say thank you for the confidence you have placed in us and we invite you to log into your Account Executive's site by clicking on the tab above "Account Executive" or visit "Our Locations".  If you are not yet a client, we encourage you to learn more about Peachtree Planning Corporation and contact us. We think you will like what you find.

Peachtree Planning Corporation
5040 Roswell Road
Atlanta, Georgia 30342
Ph: 404-260-1600     Fax: 404-260-1700

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.

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. Guardian, its subsidiaries, agents or employees do not give tax or legal advice.
THE LIVING BALANCE SHEET® and logo are registered trademarks of The Guardian Life Insurance Company of America, New York, NY.

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


© 2002 Peachtree Planning Corporation


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