Process

Peachtree Planning has been a leader in comprehensive financial services for over 25 years. Unlike many other financial services providers, we employ strategies that often defy the conventions of today’s industry. Avoiding trends, fads, and “hot products,” our associates adhere to time-tested macro-economic principles. Our primary focus is always to help our clients achieve their financial goals regardless of the uncertain circumstances along the way. This requires a diligent work ethic, a desire to truly serve others and a dedication to total comprehensive planning. At PPC, we refuse to be constrained by the narrow views of the greater financial services industry – and it has benefited our clients greatly!

Many financial institutions would have you believe that your success is dependent upon using their financial product. The truth is...

The ability to achieve financial success is determined more by process than by product. - Gene Lee

Only after a client's financial world is organized and protected can we tackle the important task of focusing their resources to help them achieve their life's objectives. Each client's goals are unique, so our first step is to gather information and confer with your existing advisors to gain insights into the plans and products that you may already have in place. Then our Peachtree Planning team will develop customized financial strategies to accommodate your objectives…those things that you care about most. We offer experience in a wide array of areas including retirement distribution planning, education funding, investment management, and estate planning among many others.