Peachtree Financial Group Services
Comprehensive financial services customizable to fit your specific needs and the areas that require the most focus in your situation
How We Can Help
Secure your wealth
You shouldn’t have to worry about losing the financial security you’ve worked so hard to create. Not only do you deserve the assurance that your financial advisor is a good steward of your wealth, you deserve a financial partner with your best interests at heart.
Because every investor is unique, we offer programs that are designed to link your specific investment needs to the appropriate method of professional investment management. We emphasize that each client has unique needs and goals that deserve to be addressed differently. This approach has benefited clients of our firm for many years, and we believe it will remain a successful approach into future decades.
The promise of trust
Our comprehensive approach focuses on all the components of your financial life, not just your investments. By building a customized strategy, we provide real solutions in achieving your financial goals.
Turnkey Packages for every budget
Your child’s college will be your biggest expense on the road to retirement. Yet, most financial advisors are not equipped to handle college selection and admissions. We saw this costly gap in the industry, and we filled it.
Invest into your future
We take a cost efficient, customized, and thoughtful approach to your investments. By pinpointing the amount of risk necessary to reach your individual goals on your timeline, we can move seamlessly from accumulation to retirement.
Secure your wealth
We handle the proactive tax planning work that most tax professionals do not. Most CPAs are data historians, not forward thinkers. They focus on tax preparation, but real advisors know the importance of tax planning.
Plan your long term goals
You deserve a wonderful retirement enjoying everything that you’ve been saving for. With a combination of financial/college planning and investment/tax management, Peachtree is invested in seeing your retirement goals come to fruition.
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