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Randall Fraser
Randall believes a clear understanding of a client’s goals and dreams and the strategic use of financial planning resources that aligns a client’s actions with their intentions are critical components to developing successful financial strategies. It is because of this belief that he first became a client of Peachtree Planning Corporation seven years ago. In 2006, after seeing what can be accomplished, he decided to leave a career spanning 32 years in the marketing/ communications industry to become a financial representative.
Randall advises his clients on a variety of financial matters including retirement and investment strategies as well as risk management. He specializes in developing strategies to both short and long term goals with an emphasis on retirement planning.
Born in Birmingham, Michigan, he obtained his Bachelor of Arts degree from Michigan State University in 1969. Randall lives in Atlanta with his wife, Vickie. He has two grown children, both graduates of the University of Georgia and an integral part of the Atlanta business community.
Active in his community, Randall has served on the Board of Directors of the Atlanta Broadcast and Advertising Organization and is currently a multiple term board member of Ansley Golf Club. He also spent eight years as an active football and baseball coach with Northside Youth Organization. In addition to golf, his interests include wood working, home remodeling, jogging, and competition water skiing.
His office is located at 5040 Roswell Road, Atlanta, GA 30342. The phone number is 404-260-1650 and the fax number is 404-260-1750. Randall’s email address is Randy.Fraser@peachtreeplanning.com
Randall M. Fraser, Registered Representative of Park Avenue Securities LLC (PAS). Securities products and services are offered through PAS, 5040 Roswell Road, Atlanta, GA 30342, 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.
PAS is a member FINRA, SIPC.
Approval #2007-9312
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