Building a Bridge
to your retirement
Plan today for a prosperous future
GET STARTED WITH PEACHTREE FINANCIAL GROUP
OUR 3 STEP PLAN
Schedule a Personalized Strategy Call
Schedule a personalized strategy call to see if a Financial X-Ray or Strategy Meeting is right for you.
Financial X-Ray or Strategy meeting
During your visit, we will identify all possible solutions to help you achieve your goals and decide together if we are a good fit for each other.
Invitation to Be part of the Community
Invite you into the nearly two-decade-old Peachtree community and start your financial planning process.
Personal Wealth Planning
Peachtree’s comprehensive approach focuses on all the components of your financial life, not just your investments. By building a customized strategy with a focus on lowering taxes, Peachtree provides you with a personalized plan to help you achieve your financial goals earlier.
Investment Management
Peachtree takes 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, you can move seamlessly from accumulation to retirement.
Retirement Planning
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.
College Planning
College is one of the biggest expenses most families will encounter on the way to a successful retirement. Paying retail for college will delay, devalue, or destroy your financial plans. Part of a great financial planning process is showing you how to save on college not just for college.
A FINANCIAL PARTNER PARTNER INVESTED IN WATCHING YOU SUCCEED
THE PEACHTREE Principles
WHO BEST DESCRIBES YOU?
We Live in a Complex World that Changes Rapidly
Easy-to-understand financial models that lay out all your available options
Our Media is Full of Misinformation
Clear and customized strategies to meet your individual goals.
The Stock Market Fluctuates and Increases in Risk
Carefully planned Investment methodology to help you achieve “Reasonable Returns with Lowering Your Risk”
RELATIONHIPS ARE JUST AS VALUABLE AS RESULTS
If your financial partner knows you well, they can help you better.
Many are Brokers
We are advisors
Many are selling you a product
We offer you solutions
They represent a huge company
We work for you - only you
Advisory services offered through Resurgent Financial Advisors, LLC. More information can be found at Resurgent Financial Advisors, LLC and in the following links: Form CRS (Relationship Summary), Privacy Policy
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