Peachtree Planning

08/27/2026

The best advisors never stop learning.

Whether you're entering the profession or bringing years of experience, Peachtree Planning provides ongoing coaching, professional development, and industry-leading resources to help you reach your goals.

Growth isn't optional.
It's part of our culture.
https://www.peachtreeplanning.com/careers

08/26/2026

When employees are stressed about money, they are distracted and less productive. Business owners can help solve this issue with a financial wellness program.

When employees are stressed about money, they are distracted and less productive. Business owners can help.

08/25/2026

Being an entrepreneur goes beyond financial independence and being your own boss. It's an emotionally charged journey that requires both business acumen and psychological resilience. By understanding and managing these emotions, entrepreneurs can achieve business success and personal growth.

Discover the power of “Monkey Mind: Navigating the Emotional Highs and Crushing Lows of Building a Successful Business.” Gain insights and strategies to effectively manage the emotional journey of entrepreneurship.

https://score.valuebuildersystem.com/landing/monkey-mind-ebook/af243ffa-2325-4d46-a385-94180eff9a4d

08/24/2026

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

08/22/2026

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

08/21/2026

This video asks the right questions about how you can save money for retirement without sacrificing your quality of life.

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

08/19/2026

At Peachtree Planning, collaboration isn't a buzzword—it's how we do business.

Our advisors have access to experienced mentors, specialists, leadership, and a network of professionals committed to helping one another succeed.

Because when our advisors grow, our clients benefit.
Come build with us. https://www.peachtreeplanning.com/careers

08/19/2026

The beans brewed for your morning coffee may have changed hands many times.

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

08/18/2026

Your business is more than an investment—it's your legacy. Protect it. 🏢

Have you considered what would happen to your business if you were no longer able to lead it?

A well-designed succession plan, combined with the right life insurance strategy, can help:
✅ Fund a buy-sell agreement
✅ Provide liquidity for business transitions
✅ Protect your family and business partners
✅ Help ensure continuity for employees and clients

Planning today can help your business continue to thrive tomorrow.

At Peachtree Planning, we work with business owners to develop customized succession strategies that help protect what they've worked so hard to build.
https://www.peachtreeplanning.com/resource-center/insurance/how-to-use-insurance-in-business-succession-plans

08/17/2026

🏆 We’re proud to be named a 2026 Top Workplace in Metro Atlanta by Axios!

At Peachtree Planning, we believe a great workplace starts with great people. This recognition is especially meaningful because it is based on feedback from our employees and reflects the culture we’re building together.

“Our people are at the heart of everything we do. We are committed to creating an environment where our team members feel supported, have opportunities to grow, and are empowered to make a meaningful impact—for our clients, our communities and one another.”
— James Gnefkow, President, Peachtree Planning

We’re grateful to our incredible team for making Peachtree Planning a place where people can grow, contribute and make a difference.

Read the full announcement: https://www.peachtreeplanning.com/blog/peachtree-planning-named-a-winner-of-the-axios-metro-atlanta-top-workplaces