LET'S MEET

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 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.

OUR AREAS OF EXPERTISE

laptop computer on glass-top table

Financial planning

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.

a person stacking coins on top of a table

investment management

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.

man in red jacket standing beside woman in blue jacket

retirement planning

You deserve a wonderful retirement enjoying everything that you’ve been saving for. With a combination of financial planning and investment management, Peachtree is invested in seeing your retirement goals come to fruition.

UNCOVER THE CLASSIFIED STRATEGIES THAT FINANCIAL PROFESSIONALS NEVER TELL YOU

Get Your Copy of The Financial Black Book of Advisor Secrets

 DOWNLOAD FINANCIAL SECRETS

OUR PROCESS

1. FIRST MEETING

  • Meet to discuss and assess your personal situation
  • Does Financial X-ray make sense for you?

2. QUESTIONNAIRE REVIEW MEETING

  • Review completed questionnaire and financial documents provided
  • Create and deliberate your complete financial profile

3. YOUR X-RAY MEETING

  • Compile and present results of our profile analysis
  • Begins with your present financial situation, leads into your future situation

4. STRATEGY MEETINGS

  • Begin implementing agreed upon strategies to maximize your wealth creation

5. REGUARLY SCHEDULED MEETING

  • Maintain the role of the Macro Manager for your financial wellbeing
  • Meet on a regular basis to review and modify when necessary
  • Reflect on any changes in your financial status and recommed implementation of changes when necessary