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Kitty Clark ChFC® - Vice President
Katharine F. “Kitty” Clark has been in the financial services industry since 1984. Kitty joined Peachtree Planning Corporation in 1987. Her accounting major and studies in the American College specializing in Income Taxation, Retirement Planning, Insurance Planning, Investments and Estate Planning enable Kitty to assist professionals, business owners, and executives in their financial planning needs.
Kitty is a Registered Representative with Park Avenue Securities, LLC and is also a licensee for Personal Financial Economics through Executive Asset Management, Inc. She utilizes strategies that focus on reducing and/or eliminating wealth erosion risks associated with wealth creation, wealth distribution and the conservation of assets.
Her professional relationships include Board Member, Macon Chapter of the National Association of Insurance and Financial Advisors, a Qualifying and Life Member of The Million Dollar Roundtable, Member of The American Society of Insurance and Financial Advisors, and Member of WIFS, Women in Insurance and Financial Services.
Kitty lives in Macon, Georgia with her husband Mike, and her four children. She enjoys playing golf, scuba diving, and travel. Kitty and her family are members of Ingleside Baptist Church where she sings in the choir.
3643 Vineville Avenue, Macon, GA · (478-471-6166) · fax (478-471-6258) · katharine.clark@peachtreeplanning.com
There is Not a Better Time to Purchase Long Term Care Coverage by Katharine "Kitty" F. Clark, ChFC
Katharine Clark, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 5040 Roswell Road, Atlanta, GA 30342. 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 Corporation is not an affiliate or subsidiary of PAS or Guardian. Neither Guardian, nor its subsidiaries, agents or employees provide tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.
PAS is a member FINRA, SIPC.
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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