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.

Backed by the Strength of Guardian

Backed by the Strength of Guardian

As an agency of The Guardian Life Insurance Company of America (Guardian), Peachtree Planning is proud to help our clients put the necessary protections in place to help secure the future of their loved ones and their businesses. We’re also privileged to help those same individuals build long-term financial security for themselves and their families. For over 155 years, Guardian, a Fortune 250 company with a strong set of values, has worked tirelessly to do the right thing. First and foremost at Guardian, people count. And, as a mutual company, owned by its policyholders, Guardian shares a common goal with its customers — to deliver on its long-term promises. This commitment to enduring financial strength and stability is core to Guardian’s commitment to its customers.Our business is built on a foundation of thoughtful client relationships.

Our firm holds these same values, and our commitment to continually do the right thing for our clients and for our community guides our actions each and every day. We hold ourselves to high ethical standards and are pleased that our association with Guardian provides our clients with access to a company that offers the kind of strength and integrity they both expect and deserve.


We are proud to work with over 29,2192 clients

Helping clients protect what matters most

Life insurance coverage in force for our clients:


Number of life insurance policies in force:


Income protection in force for our clients:


Number of income protection (disability) policies in force:


Providing value to our clients and their families

Client policy and account values3


Dividends to whole life policyholders4


Fulfilling promises for our clients and their families

Life Insurance benefits (claims) paid5


Disability benefits (claims) paid5


Note: All figures reflect policies and contracts of the primary servicing agency.

Note: All figures reflect policies and contracts of the primary servicing agency.

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, and market values of all securities accounts (except investment sponsors that are not contracted with Albridge and investments that have not cleared through Pershing as of 12/31/2022). 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 2022 on Whole Life policies, excluding closed and surrendered policies.

Represents all Life and Disability claims paid in 2022.


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

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