Atlanta, GA

5040 Roswell Rd
Atlanta, GA 30342-2207

Monday-Friday: 8am – 5pm

Phone: 404-260-1600
Fax: 404-260-1700

Atlanta offers locals and tourists world-class dining, entertainment, shopping, and sports experiences underscored with the hospitality of classic Southern life. Call it Hotlanta or Hollywood of the South; the choices won’t disappoint. While the weather can get mild, it’s Atlanta nightlife that sizzles and hardly bores. As for the Hollywood reference, Atlanta’s film and television production prowess is growing. The industry employs nearly 100,000 people.

The heart of Georgia’s capital are its people and neighborhoods. One such section of Atlanta is Windsor Heights, an affluent, family-friendly section with wonderful schools, local shopping, theatres, and cafes. Within Windsor Heights is Sandy Springs Ridgeview Park featuring lovely walking paths, fun picnic areas, and challenging fit trails. Peachtree Planning is proud to be part of the Windsor Heights community.

Since 1897, Peachtree Planning has been helping clients understand the importance of financial balance. From life insurance and income protection to market investing and retirement planning, our financial professionals offer holistic planning approaches for individuals and business owners. Whether you’re preparing for a major life event, seeking advice on business success strategies, looking to protect your loved ones financially, or uncertain of the path forward for an optimal retirement, we will work with you to strengthen your portfolio and put you on track to maximize growth and minimize risk.

Peachtree Planning believes in the power of charitable and civic service. We work with phenomenal philanthropic organizations in Atlanta including Children’s Healthcare of Atlanta, The Atlanta Day Shelter for Women and Children, Inc., Boys and Girls Club of Metro Atlanta, Habitat for Humanity^®, Salvation Army, Pound the Pavement for Peter, and Jay's Hope.

We love calling Atlanta home and look forward to helping you plan for today and your tomorrows with an uncommon approach to financial planning.

For more information please check out our website to learn more about our products and services. To schedule an appointment, please call 404-260-1600 or email us.

Atlanta, GA

Contact the Atlanta team