How do you choose your financial advisor?
Too often people “fall into” working with a financial advisor without knowing much about them.
Most people don’t know these answers, and the consequences of “falling into” this important relationship are detrimental.
Relationships are just as important as results.
A Financial Partnership is more valuable than pre-packaged services.
Collaboration is more impactful than generic advice.
With over decades of experience, Stuart Canzeri and David Hughes have been helping their clients achieve the financial freedom to live an abundant life. As Independent Registered Investment Advisors, the partners at Peachtree Financial Group work exclusively for their clients – not for a financial corporation.
Stuart Canzeri, Atlanta Magazine’s 2014/2015/2016 Five Star Wealth Manager Award recipient, began his financial services career in mortgage banking in 2000. Stuart is married with two sons and is active in his church. He also serves as Board Chairman and Commissioner of Fulton County’s Housing Authority.
David Hughes has earned membership in the Million Dollar Round Table, which is considered the standard of excellence in the financial services industry. He has worked in financial fields of insurance wealth and risk management since 2000. Married with two children, David serves on his church’s finance committee.
At Peachtree, our clients are introduced to the Financial X-Ray Process, which assesses all aspects of our clients’ financial lives.
This allows you to make financial decisions based on your personal goals, NOT products.
Increase wealth without additional out-of-pocket outlay
Validate the success of their money decisions before actually making them
Develop contingency plans
Learn how ensure the retirement that have worked so hard for
Reduce your income taxes, your financial risk, and your financial cost
Give you greater access to your money and a greater understanding of how your money is working for you
Provide total needs-based and value-based insurance protection
Show you a verifiable financial process that provides organization of your financial documents
■ Meet to discuss and assess your personal situation
■ Does Financial X-ray make sense for you?
QUESTIONNAIRE REVIEW MEETING
■ Review completed questionnaire and financial documents provided
■ Create and deliberate your complete financial profile
YOUR X-RAY MEETING
■ Compile and present results of your profile analysis
■ Begins with your present financial situation, leads into your future situation.
■ Begin implementing agreed upon strategies to maximize your wealth creation
REGULARLY SCHEDULED MEETING
■ Maintain the role of the Macro Manager for your financial wellbeing
■ Meet on regular basis to review and modify when necessary
■ Reflect on any changes in your financial status and recommend implementation of changes when necessary
UNCOVER THE CLASSIFIED STRATEGIES THAT FINANCIAL PROFESSIONALS NEVER TELL YOU
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