Broker Check

Community Impact by Peachtree Planning

Helping to Provide
Strength & Stability
in our Community 

Our Goal is to Help Our Neighbors Achieve Theirs

Our Goal is to Help Our Neighbors Achieve Theirs

Peachtree Planning is a proud member of this community. Our business is devoted to helping the individuals, families and small business owners who live and work here achieve their goals. While the world is constantly changing, it’s comforting to know some things stay the same; that we can rely on each other. We understand that each member of this community has important goals — some financial, others personal — and at the core, our goals begin and end with a focus on the people who matter most in our lives. We start by discussing “what’s possible” and take you all the way to “it’s happening and I know I’m prepared.” Protecting our families, planning for the future and having the confidence to know that no matter what life may have in store, we are prepared.

Our Commitment Extends Beyond Our Work

Our Commitment Extends Beyond Our Work

In our business, contributing to the community goes well above and beyond providing products and services that help families and small businesses build confidence in their financial future. It also means investing time and money into the community we call ‘home.’ By supporting the local charitable and civic organizations, we continuously serve others, thus making our community stronger. Together, we can support all who live here — not just those we are privileged to call our clients.

IMPACT BY THE NUMBERS1


Providing value to our clients and their families

$4.3 BILLION

Client policy and account values3

$53 MILLION

Dividends to whole life policyholders4

Helping clients protect what matters most
We are proud to work with over 28,8332 clients

$17.8 Billion

Life Insurance Coverage

26 Thousand

Active life insurance policies

$53.8 Million

Active Income Protection

10 Thousand

Active Disability Protection

Fulfilling promises for our clients and their families

$63 Million

Life insurance benefits claims paid5

 $12 Million

Disability benefits claims paid5

Note: All figures reflect policies and contracts of the primary servicing agency.
Reflects all in force policies and contracts serviced by this agency as of 12/31/2025. ²Includes owners of in force life, disability income, long term care, policies as well as all securities accounts. ­3Represents in force cash values for life insurance as of 12/31/2025, and market values of all securities accounts. Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency. ⁴Represents Dividends paid in 2025 on Whole Life policies, excluding closed and surrendered policies. Represents all Life and Disability claims paid in 2025.

IMPACT BEYOND THE NUMBERS


Our Commitment is Real

At Peachtree Planning, we proudly support the following charitable and civic organizations through contributions made by our firm and by Guardian on our behalf:

  • Children’s Healthcare of Atlanta
  • Atlanta Day Shelter for Women and Children, Inc.
  • Boys and Girls Club of Metro Atlanta
  • American Red Cross®
  • The Salvation Army®
  • United Way
  • Habitat for Humanity®
  • Pound the Pavement for Peter
  • The Atlanta Ronald McDonald House Adopt-A-Family
  • Free For Life International
  • The Georgia Center for Child Advocacy
  • The Atlanta Community Food Bank
  • Jay's Hope Foundation
  • Aimee Copeland Foundation
  • Atlanta Youth Academy
  • Meyer Center for Special Children
  • Sprayberry Touchdown Club
  • Milton Lady Eagles Basketball

To learn more about our firm, call or visit us and meet the members of our team.

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