Jim provided sound financial strategies to his clients since 1984. He also earned the Certified Financial Planning designation in 1984. Jim was the recipient of several professional organizational awards and honors including thirty-three consecutive years of qualifying for Guardian Life Insurance Leaders Club and/or Presidents Council.

As a founding partner at Peachtree Planning in 1987, Jim had a long and successful career. Jim took tremendous pleasure in servicing his clients' needs and never really planned to retire. He consistently received professional honors including thirty-three consecutive years within the Guardian Leaders Club and/or Presidents Council. He took great pride in Peachtree Planning's growth and enjoyed mentoring young agents.

Jim is survived by his wife Robbie, three grown children and nine grandchildren. We are deeply saddened by this loss and we will miss Jim dearly.  We take comfort in the many wonderful memories shared with Jim and the wonderful impact he had on our lives, our firm, and our community.

Remembering Jim Caswell

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™, CFP^® (with plaque design) and CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), CA insurance license #0I51385.