How do you choose a financial adviser?
Often people “fall into” working with a financial advisor without knowing much about them. Do you know . . .
The consequences of “falling into” this important relationship can be quite costly.
We’re not clairvoyant, but we do believe that we can help you make better and more informed financial decisions that save you money and help you earn better returns over time.
Need help with coordinating, integrating & organizing your financial life? Let’s get acquainted.
We help you create strategies for a successful financial future.
David and I have years of experience advising and managing funds of high net worth clients who know and appreciate that we have their best interest at heart. We are experts in creating sophisticated financial plans that consist of portfolios made up of low cost index funds and ETFs. We’ve built our business building trust and valuing each and every relationship.
– Stuart Canzeri and David Hughes, Financial Advisors.
Our Services Include:
You need a financial adviser you can trust to put your interests first, and help you to coordinate, integrate & organize everything in your financial life.
How are we able to help you save money and potentially improve your returns on your investments?
We get to know you.
We advise you based on a thorough understanding of your entire financial picture including insurance, lifestyle, property etc. Knowing the whole picture – how everything works together we can make sure that you can make informed decisions that impact your bottom line over time.
We learn your risk tolerance.
Before investing your money, we have you take a risk analysis profile. We can then make investment decisions that are within your tolerance for risk. We can see that your investments stay in your safe zone over time.
Our fees are for our advice and are not based on commission. We are advisors rather than sales reps.
We are independent Registered investment advisors (RIA) who only make recommendations based on the best approach for your particular circumstances. We are not required by anyone to sell particular products that are not in your best interest.
We help you stay calm in turbulent markets.
We help you keep you from making hasty or emotional decisions in turbulent markets so you don’t buy high and sell low. Most people need an objective third party to help them with their money as they are too emotionally invested to make decisions.
Do you know how long your money will last if you stopped working today?
Who We Are
We are Stuart Canzeri and David Hughes, partners in Peachtree Financial Group. We are advisers offering unbiased financial guidance, who will put your interests first.
We like to say that we make money make sense. But, financial decisions can’t be made in a vacuum so we have created a system that takes your entire financial life into account. This allows us to validate the various options to help you make the decisions that are right for you and your family.
The Story of Our Business
We started out in big firms trained to sell products to our clients. We never felt “selling” was the right way to provide the best solutions and strategies for our clients and left to start our own company
At Peachtree Financial, we put the needs of our client first helping to develop validated strategies for every problem. We believe that when clients know their options and the various long term outcomes, they can make the best decisions.
What This Means For You
We work with you to create strategies that make personal and financial sense for a successful financial future. Not only that we validate the choices with research, before you make them.
We’ll help you create and build more wealth at whatever stage you are in and have a positive impact on a family’s finances over their entire life.
You can get all this without you spending anymore money than you already do.
Your family’s well-being depends on it.
We are Different
We offer you our service.
We work for you–only you
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