Rio Valeriano has been providing sound financial products and services since 2004. He has a Masters of Business Administration from the University of Tennessee, and two Baccalaureates from the University of Florida and The College of William & Mary. He also served for 10 years in the United States Army National Guard honorably discharged with the rank of Captain. In 1999 and 2000 his start-up business received regional recognition through the Excel Awards sponsored by Sun Trust Bank for the fastest growing firm in a general business category.
Financial Representative of Guardian 2018-61624 Exp 6-20
Today’s financial market place is full of rapidly changing tides that require individuals well versed in how to navigate through and around the market’s ebbs and flows. Rio Valeriano and Peachtree Planning are dedicated to successfully protect, organize and grow our client’s wealth, through uncommon and unique processes. Whether you have individual or corporate financial needs that include succession planning, carve outs, wills, trusts, estate planning, life/disability insurance needs, leveraged financing demands, business continuation, business overhead, buy/sell agreements, key person, salary continuation, group dental/vision, defined benefit, executive compensation, fully insured plans (IRC 412’s), profit sharing or other financial drivers; We can provide comprehensive financial solutions that help mitigate issues today, plan for tomorrow and address the needs for generational legacy, whether corporate or individual. Our goal is to work with your current team of advisors and professionals to develop a tactical plan that is creditor protected, tax effective, geared to grow your wealth and afford you all the control and transition necessary when there is a sale, death, disability or retirement.
When Rio is not working with his client’s financial matters he is active in youth sports coaching or cheering on his kids. He also enjoys cooking, boating, fitness, fishing, golf and rooting on his favorite professional football and baseball teams.
9019 Overlook Blvd., # D-1 • Brentwood, TN 37027 • Direct: 865.389.5659 • Fax: 615.376.8305 www.peachtreeplanning.com • [email protected]