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Sam Mathis
Sam Mathis graduated from Queens University located in Charlotte, North Carolina in 2005, where he earned a Bachelor’s Degree in Business Administration.
Before joining Peachtree Planning Corporation, Sam interned with North Florida Financial and Consolidated Planning. After obtaining his Georgia Insurance license in 2001, Sam has also attained Alabama, North Carolina, South Carolina, Texas, Pennsylvania, and Tennessee licenses.
A native Atlantan and alumni of The Westminster School, Sam still lives in Atlanta, where he is active in his community. Sam is a member of Peachtree Presbyterian Church, Ansley Golf Club, and Settindown Creek Golf Club. In his leisure, Sam is an avid golfer and a league bowler. He is also involved with The National Epilepsy Foundation and The Cystic Fibrosis Foundation.
His office is located at 5040 Roswell Road, Atlanta, Georgia, 30342. Sam may be reached at (404) 260-1694 or toll free 800-366-0839, his fax number is (404)-260-1794. Sam’s email address is Sam.Mathis@peachtreeplanning.com
Disability income products underwritten and issued by Berkshire Life Insurance Company of America, Pittsfield, 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.
Sam Mathis, Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY.
Peachtree Planning Corporation is not an affiliate or subsidiary of Guardian.
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