111 Leake Street Cartersville, GA 30120
Phone 770-386-6304 Fax 770-386-1058

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Peachtree Planning

Cartersville-Bartow County Chamber of Commerce 2014 Small Business of The Year

Peachtree Planning Team

"Life doesn't stand still, neither should your financial strategies. To move forward, you need to understand where you are. Our process will take you where you want to go." - Gene Lee

In today's fast-changing financial landscape you need to ensure your wealth creation is as effective as possible. Our comprehensive planning process helps to ensure your goals remain the centerpiece of our recommendations and strategies. Since 1989, Peachtree Planning of Cartersville has provided their clients with sound advice based on individual and business clients' values, including tax relief, retirement planning, investments, life insurance and estate planning.

Call 770-386-6304 to schedule your complimentary initial appointment.

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Peachtree Planning Corporation is an Agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 5040 Roswell Rd, Atlanta, GA 30342, 404-260-1600. PAS is a wholly-owned subsidiary of Guardian. Peachtree Planning Corporation is not an affiliate or subsidiary of PAS or Guardian.

The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2019 Guardian.

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