Roger Clapp Financial Professional

Roger Clapp Financial Professional Financial Professional at Peachtree Planning. Helping people create a lifetime of financial success. Securities products offered through PAS, member FINRA, SIPC.

Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 5600 GLENRIDGE DR., SUITE 600 EAST, ATLANTA GA, 30342, 404-260-1600. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Peachtree Planning of Tennessee, LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Num

ber - 4122448. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof./COMPLIANCE:2024-412/

A family-centered financial plan can help you:✅ Prepare for college costs✅ Plan for retirement (yours and your parents’)...
02/24/2026

A family-centered financial plan can help you:

✅ Prepare for college costs

✅ Plan for retirement (yours and your parents’)

✅ Protect loved ones with insurance

✅ Navigate estate planning and wealth transfer

Financial planning with your whole family can allow you to create, manage, and transfer wealth to benefit multiple

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch ...
02/23/2026

Are you on the fence about working with a financial professional? This video will give you some food for thought. Watch here:

A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?
02/22/2026

Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Charitable donations not only benefit the recipient, but they can boost your personal happiness and generate tax benefit...
02/21/2026

Charitable donations not only benefit the recipient, but they can boost your personal happiness and generate tax benefits. How can you make charitable giving part of your long-term plan?

The paychecks may stop in retirement, but that doesn't mean you have to stop giving to causes you care about

The number of Black women-owned businesses is growing. But not every business flourishes. These five financial tips can ...
02/20/2026

The number of Black women-owned businesses is growing. But not every business flourishes. These five financial tips can help minority entrepreneurs set their businesses up for success

Five important financial considerations to help minority women proprietors set their businesses up for success

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this v...
02/19/2026

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Learn about what risk tolerance really means in this helpful and insightful video.

Have a strategy for discussing healthcare with your parents.
02/18/2026

Have a strategy for discussing healthcare with your parents.

As our nation ages, many Americans are turning their attention to caring for aging parents.

Here are 5 facts about Social Security you absolutely need to know.
02/17/2026

Here are 5 facts about Social Security you absolutely need to know.

Here are five facts about Social Security that are important to keep in mind.

Consumer interest in annuities has never been higher. So what are annuities and why do so many people want them?
02/16/2026

Consumer interest in annuities has never been higher. So what are annuities and why do so many people want them?

A changing retirement landscape and uncertain economic times are fueling demand for guaranteed retirement income.

If you’re a business owner, there comes a time when you think of handing over the reins to someone else. Are you ready —...
02/15/2026

If you’re a business owner, there comes a time when you think of handing over the reins to someone else. Are you ready — and is your business ready — for that change? It’s never too early to start strategizing succession and transition plans. Here ar

With proper preparation, you can position yourself, your employees, and the business you’ve built for continued success.

Over age 50? You may be able to catch-up on retirement.
02/14/2026

Over age 50? You may be able to catch-up on retirement.

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

The top sources of stress for working Americans are all money related. Working with a financial professional can help yo...
02/13/2026

The top sources of stress for working Americans are all money related. Working with a financial professional can help you stay calm and financially confident.

Money-related issues are the top sources of stress for US adults. Working with a financial professional can help

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9019 Overlook Boulevard, STE D1
Brentwood, TN
37027

Telephone

+16157393789

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