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
We will identify all possible solutions to help you achieve your goals and decide if we are a good fit for each other.
Invitation to Be part of the Community
We invite you into the nearly two-decade-old Peachtree community and start your financial planning process.
THE PEACHTREE Principles
A FINANCIAL PARTNER INVESTED IN WATCHING YOU SUCCEED
WHO WE SERVE
WHO BEST DESCRIBES YOU?
HOW WE HELP
INVESTING IN YOU TO BUILD A BETTER FUTURE
FINANCIAL 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.
TAX PLANNING
Peachtree provides a tailored, cost-effective tax strategy to help you minimize taxes and maximize savings. With proactive planning, you can seamlessly manage your finances from wealth building to retirement, while strategically planning for your secure financial future.
INVESTMENT MANAGEMENT
Peachtree takes a cost-efficient, customized, and thoughtful approach to your investments. By pinpointing the exact amount of risk necessary to reach your individual financial goals on your timeline, you can move seamlessly from accumulation to a secure retirement.
RETIREMENT INCOME PLANNING
You deserve a wonderful retirement enjoying everything that you’ve been saving for. With a combination of financial/college planning, investment/tax management, and personalized strategies, Peachtree is invested in seeing your retirement goals come to fruition.
ELDERCARE & ESTATE PLANNING
Elder care planning ensures financial, medical, and legal support for aging individuals, including long-term care, estate planning, and asset protection. A well-structured plan eases the burden on family members while preserving independence, security, and dignity.
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.
RELATIONSHIPS ARE JUST AS VALUABLE AS RESULTS
If your financial partner knows you well, they can help you better.
SCHEDULE A PERSONALIZED STRATEGY CALL
Ready to take the first step? Schedule a personalized strategy call so we can help you figure out the best plan for you.
CONTACT US
LET'S GET STARTED
We are here to offer you unbiased advice and ongoing support. Simplifying the complex and empowering you to create generational impact.
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
