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Group Home About Services Blog Newsletter Contact __CONFIG_colors_palette__{"active_palette":0,"config":{"colors":{"afcf9":{"name":"Main Accent","parent":-1}},"gradients":[]},"palettes":[{"name":"Default","value":{"colors":{"afcf9":{"val":"var(tcb-color-1)","hsl":{"h":229,"s":0.51,"l":0.01}}},"gradients":[]},"original":{"colors":{"afcf9":{"val":"rgb(19, 114, 211)","hsl":{"h":210,"s":0.83,"l":0.45}}},"gradients":[]}}]}__CONFIG_colors_palette__ Book A Call download the financial black book Personal Wealth Planning for busy, Successful parents with College Bound Children don’t leave your future To chance. Learn More about Wealth Building Strategies for busy parents A Financial Partner that produces results Build the Cornerstones to SECURE YOUR RETIREMENT Have you reviewed the four cornerstones of your retirement? Develop a Personal Wealth Plan and investment Plan Do you have a personal wealth plan or just an investment plan? ENJOY FINANCIAL FREEDOM and gain true independence Will you be able to enjoy all your hard work on your timeline? A trustworthy financial partner invested in watching you succeed THE PEACHTREE Principles 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. Schedule A Strategy Session Our Areas of Expertise Personal wealth planning for busy parents, successful business owners and executives with college bound children focused on their financial success during one of the most complex times of life. Your student’s future and your retirement are on the line, why leave this to chance? We specialize in helping families navigate the complexity of college planning and retirement planning simultaneously. Has your current team included college planning into your personal wealth plan? Do you have students who graduated with debt and you want to recapture some of the costs you paid on college to put back into your plan? 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. Learn More 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. Learn More 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. Learn More 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. Learn More Why You Need A Financial Partner On Your Side 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” You need a system that can take your success and turn it into wealth ...and that’s exactly where we come in to help you. Personal Wealth Planning Tax Planning Not Tax Prep Investment Diversification Cashflow Optimization If you are ready to turn your current success into future wealth ...then simply schedule a call and let’s find some time to talk soon. Schedule A Free Call Uncover the classified strategies that financial professionals never tell you Get Your Copy of The Financial Black Book of Advisor Secrets Download Financial Secrets Relationships are just as valuable as results If your financial partner knows you well, they can help you better. We Are Different They are Brokers We are advisors They are selling you a product We offer you our service They work for a huge company We work for you - only you Peachtree Financial Planning Blog February 9, 2023 Newsletter Newsletter April 6, 2018 Trade Wars – What is the market’s current direction? As volatility get us all a little unhinged, September 5, 2017 Women and Their Money: The Good News and Bad News For women heading toward retirement, there’s both good View All Posts 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 Sign up for our Newsletter subscribe Home About Services Blog Newsletter Contact...