Individual Advisory Services

Investment management and strategic asset allocation

Our advisors are registered with LPL Financial, a full service broker/dealer and registered investment advisor. Through this relationship, we bring to our clients skilled investment management and investment advisory services. We employ an asset allocation process that synthesizes information about your investment needs, personal finances, investment objectives, investment time horizon and risk tolerance to arrive at an investment allocation customized to your circumstances. We offer guidance on investment alternatives and can help implement and administer your overall investment portfolio.

Retirement planning

Whether you are still accumulating assets for retirement - or starting to think about turning those assets into income to support your post-retirement lifestyle - we can help you appropriately plan and structure your assets. Moreover, when you reach retirement, we can assist with income planning, monitoring, rebalancing, reallocating and transferring your wealth to meet evolving needs.

Estate planning

An effective estate plan can help you protect the wealth you have accumulated over a lifetime and distribute it exactly as you wish. We can help you employ estate planning strategies to ensure that you have a sound retirement program, minimize taxes and provide for your surviving family. We can also help you manage sensitive family dynamics, trust planning or the equitable transfer of a family business. Our consultative approach helps ensure that the human factors are as important as protecting your estate from unnecessary taxes.

Financial planning

Whether it's developing a plan to accumulate wealth for retirement or college, a plan for a special needs child or a plan for an aging parent, Peachtree Wealth Strategies can help. We work with you to develop a comprehensive, holistic plan that considers your current and future situation, your objectives, needs and values.

We may prepare a financial plan for you through Bay Financial Advisors, Inc., a separate company which is a Registered Investment Advisor.