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Why financial planning should be family affair

Why financial planning should be family affair

March 12, 2026

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

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Office: 706-234-7468

Mobile: 470-524-6280

Office: 404-260-1600

Fax: 706-234-0099

500 East 2nd Street

Rome, GA 30161

Life, Health, Securities 7, 65, 63

Ande.Frazier@peachtreeplanning.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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This website is intended for general public use. By providing this content, Park Avenue Securities LLC is not undertaking to provide investment advice or a recommendation for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact a financial representative for guidance and information that is specific to your individual situation.

Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 5600 Glenridge Dr Suite 600 East, Atlanta, GA 30342, Phone #(404) 260-1600. Park Avenue Securities is a wholly owned subsidiary of Guardian Life Insurance Company of America® (Guardian), New York, NY. Peachtree Planning of North Georgia, LLC is not an affiliate or subsidiary of PAS or Guardian. Peachtree Planning of North Georgia, LLC is not registered in any state with the U.S. Securities and Exchange Commission as a Registered Investment Advisor.

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