Peachtree Planning
Peachtree Planning
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Why Peachtree Planning with Vice President Jason Gaskins
Hi, I’m Jason Gaskins, Vice President of Peachtree Planning. In my early career, I felt a strong need to do more than just hold a job-I wanted a career that served and helped others. Little did I know, my own life would soon show me just how crucial financial planning can be.
In 2003, my middle son, Jay, was diagnosed with cancer. My wife and I made the difficult decision to separate our family. She moved to Memphis with our sons for treatment at St. Jude, while I stayed home with our daughter to give her as normal a life as possible. Over those 2.5 years, we faced many financial challenges. Fortunately, my mother, who worked in banking, had always emphasized the importance of planning. Unlike many families in the cancer community, we were prepared. In our late 20s, we had a will, life insurance for everyone, six months of savings, low debt, and a plan that allowed us to weather the storm.
Our world is complex - creating and executing a plan to accomplish what you aspire to achieve doesn’t have to be. Visit www.peachtreeplanning.com to learn more.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5040 Roswell, Road, Atlanta, GA, 30342, 404-260-1600. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Peachtree Planning is not an affiliate or subsidiary of PAS or Guardian. #7284038.1Exp 11.2026
Переглядів: 7

Відео

Why Peachtree Planning of Cartersville with Gene Lee, Jay Milam and Cade Archer
Переглядів 921 день тому
Managing finances requires time, energy, and knowledge. You may question if you have enough money for your needs and wants. In your 30s, this might involve budgeting for a vacation, while in your 60s, it could relate to whether you have enough to maintain the lifestyle you've always dreamed about OR how you can leave a legacy for the next generation. Registered Representatives and Financial Adv...
Peachtree Planning's Marketing for Financial Professionals, with Jennifer Trout, Marketing Director
Переглядів 15Місяць тому
As a financial professional, your time is your most valuable asset. You’re busy managing portfolios, planning strategies, and guiding your clients toward financial success. But who’s helping you grow your business? Jennifer Trout, the Marketing Director with Peachtree Planning, is here to help you handle your marketing needs so you can focus on what you do best - delivering knowledgeable financ...
Why Peachtree Planning of Greenville with Brian Holmes, Seth von Kuhn and Jack Banda
Переглядів 13Місяць тому
Managing finances requires time, energy, and knowledge. You may question if you have enough money for your needs and wants. In your 30s, this might involve budgeting for a vacation, while in your 60s, it could relate to whether you have enough to maintain the lifestyle you've always envisioned. Our unique system includes a single monthly automated savings draft supporting various investment and...
Business Owner Tax Concerns with Peachtree Planning's President, James Gnefkow
Переглядів 3Місяць тому
Recently, I was speaking with a client who was concerned about the looming sunset of certain provisions in the Tax Cuts & Jobs Act, specifically the anticipated changes to the estate tax exemption. After decades of building a business, this client was contemplating their business succession plan and the additional estate planning that would be necessary as a result of selling the business. By c...
James Gnefkow, Financial Security Professional, Finseca member and Ambassador
Переглядів 10Місяць тому
Your financial future doesn’t have to be uncertain. With the right assistance, you can take control and achieve your goals. Ready to take the next step? Visit www.peachtreeplanning.com to learn more. 7180029 1 Exp 10 2026
Join Peachtree Planning with Dan Mills, Managing Director in Brentwood, TN
Переглядів 192 місяці тому
Hi, my name is Dan Mills, I’m a Managing Director with Peachtree Planning in our Brentwood, TN office. I joined the firm about five years ago. I’ve been in the profession for 33 plus years now. I joined Peachtree as the firm’s ethos aligned with mine. We serve our clients first, working to achieve the best possible outcomes for them based on what they want for themselves not what someone might ...
Relationship with Money with Peachtree Planning's Ande Frazier
Переглядів 352 місяці тому
By understanding your true feelings and values about money, we can help you make financial decisions that align with your broader life goals and purpose. Visit www.peachtreeplanning.com to learn more. Ande Frazier CFP®, CLU, ChFC, RICP, ChSNC, CDFA®, CEPA, CExP Financial Advisor Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, ...
Why Disability Insurance is Important with Sarah Dozier, DIS, VP
Переглядів 73 місяці тому
Hear from Sarah Dozier, the Disability Income Specialist and Vice President with Peachtree Planning. She joined the firm in 1998 because I had a passion for helping people and your ability to earn an income is your most valuable assets. Individual disability income protection is one of the most reliable and flexible sources of income replacement. Visit www.peachtreeplanning.com to learn more. 1...
Why Cash Flow is Important with Peachtree Planning's Josh Cobb
Переглядів 344 місяці тому
Cash Flow is the foundation of your financial future. Aside from allowing you to meet your obligations today, it locks in support for saving, investing and preparing for unexpected future events. Visit www.peachtreeplanning.com to learn more. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (w...
Mary Myers My Why. My Story.
Переглядів 2724 місяці тому
The following video shares a story about a girl and her dad. This is just one small part of that story. I hope this video speaks to you in ways that embodies curiosity and strength to share yours with me. Mary C. Myers is a Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 5040 Roswell Road, Atlanta, GA 30342, 404-260-1600. Securities products offered through PAS, member FINRA...
Why Peachtree Planning with Keith Kail, Managing Director in Knoxville Tennessee
Переглядів 435 місяців тому
I’m Keith Kail, Managing Director at Peachtree Planning in Knoxville Tennessee. When I got into this business in 1998, I had no idea of how this industry could change so many lives for the better. After sitting at the table with thousands of people, working through and with advisors, and having seen many of the plans come to fruition, I have learned that there are few careers that can have such...
Join the Peachtree Planning Team with Dustin Dawes, CEO 2024 176180
Переглядів 745 місяців тому
With the rise of financial information and noise coming at us each day who are the professionals that help guide us through all of it? Since Peachtree Planning was founded by Bob Mathis in 1987, we’ve been focused on creating financial security and success in the lives of our clients and financial professionals. Now in our firm’s fourth decades we pride ourselves on our clients always having a ...
Why Peachtree Planning with Dustin Dawes, CEO
Переглядів 1375 місяців тому
Dustin Dawes was fortunate to grow up around this industry and see many of the changes that have occurred within it. After finishing his college soccer career, Dustin was honored to be able to follow in his father and Godfather’s footsteps to enter this great career. After being involved in multiple roles in this industry being able to see both positive and negative aspects of it, he found the ...
Peachtree Planning Asset Management
Переглядів 676 місяців тому
Peachtree Planning Asset Management
Why Peachtree Planning with Dara Davis, Managing Director in Atlanta, Georgia
Переглядів 406 місяців тому
Why Peachtree Planning with Dara Davis, Managing Director in Atlanta, Georgia
Business Owner Planning with Peachtree Planning
Переглядів 337 місяців тому
Business Owner Planning with Peachtree Planning
Why Peachtree Planning with James Gnefkow, President 2024 172783 Exp 4 2026
Переглядів 817 місяців тому
Why Peachtree Planning with James Gnefkow, President 2024 172783 Exp 4 2026
Peachtree Planning's Business Owner Help Reduce Taxes with Qualified Plans
Переглядів 7Рік тому
Peachtree Planning's Business Owner Help Reduce Taxes with Qualified Plans
Student Resident Program Disability Income Protection with Peachtree Planning's Derek Granger
Переглядів 4Рік тому
Student Resident Program Disability Income Protection with Peachtree Planning's Derek Granger
Payguard Disability Income Protection with Peachtree Planning's Derek Granger, DIS
Переглядів 7Рік тому
Payguard Disability Income Protection with Peachtree Planning's Derek Granger, DIS
Multi Life Disability Income Protection with Peachtree Planning's Derek Granger
Переглядів 8Рік тому
Multi Life Disability Income Protection with Peachtree Planning's Derek Granger
Overhead Expense Disability Income Protection with Peachtree Planning's Derek Granger
Переглядів 2Рік тому
Overhead Expense Disability Income Protection with Peachtree Planning's Derek Granger
Peachtree Planning Business Owner Tax Reduction Plan
Переглядів 2Рік тому
Peachtree Planning Business Owner Tax Reduction Plan
Peachtree Planning Business Owner Retirement Planning
Переглядів 3Рік тому
Peachtree Planning Business Owner Retirement Planning
Peachtree Planning Business Owner Selling to Outsider
Переглядів 2Рік тому
Peachtree Planning Business Owner Selling to Outsider
Peachtree Planning Business Owner Selling to Insider
Переглядів 2Рік тому
Peachtree Planning Business Owner Selling to Insider
Peachtree Planning Business Owner Exit Planning
Переглядів 2Рік тому
Peachtree Planning Business Owner Exit Planning
Peachtree Planning Business Owner Retain My Key Employees
Переглядів 2Рік тому
Peachtree Planning Business Owner Retain My Key Employees
Peachtree Planning Business Owner Retention Planning
Переглядів 4Рік тому
Peachtree Planning Business Owner Retention Planning