Only after a client's financial world is organized and protected can we tackle the important task of focusing their resources to help them achieve their life's objectives. Each client's goals are unique, thus Peachtree Planning's financial representatives develop customized financial strategies to accommodate each new client's objectives. We offer knowledge in a wide array of areas including retirement distribution planning, education funding, investment management, and estate planning among many others.
Many financial services providers approach so-called "planning" with a product-driven, transactional focus. At Peachtree Planning, we have adopted the opposite point of view - an approach based on long-term client relationships driven by macro-economic strategy.
At Peachtree Planning, we focus on our clients' financial objectives, not our own!