Peachtree Planning

Our passion for helping clients drives us. It is why we provide our version of “exceptional” customer service. We strive to anticipate what our clients and colleagues will want and have it waiting for them just when they need it.

Fighting for clients who have been cheated out of their life savings due to stockbroker fraud and incompetence. Our goal is to fight for the rights of investors

Robert "Andrew" Reid joined the family business at New York Life as an agent in March 2008. From these early days, he has always been client-focused and goal-oriented. By spending time asking about peoples' families, about their goals and objectives, and by monitoring their progress over the years, Andrew has developed a loyal clientele. From basic insurance planning to complex estate and/or business succession planning, Andrew has helped his clients to minimize taxes, plan for the distribution of assets, and to ensure that family businesses are successfully handed off to the next generation.