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Clear guidance from Peach Insurance Services, written for questions that deserve careful answers.

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Just Peachie Ep#10: Financial Planning for Busy Professionals w/ Katie Burke, CFP®
Just Peachie Show Just Peachie Ep#10: Financial Planning for Busy Professionals w/ Katie Burke, CFP®

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews Katie Burke, CFP® President and founder of Method Financial Planning and co-founder of Equita. They talk about time management and balancing Katie's roles as a mother of two young boys and running two businesses. They also dis...

April 4, 2022
Women Empowerment Celebration
Lifestyle Women Empowerment Celebration

Peachie presented to the Malayalee Association of North Florida about Women Empowerment. What a great way to celebrate this Women's month!

March 25, 2022
Just Peachie Ep#9: Meal Planning w/ Alexia Lewis
Just Peachie Show Just Peachie Ep#9: Meal Planning w/ Alexia Lewis

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews certified health coach, personal trainer and owner of keeping health simple club, Ms. Alexia Lewis. They talk about meal planning, eating healthy and sticking to the plan to stay fit and energetic in all aspects of life.

March 22, 2022
Just Peachie Ep#8: Women and Financial Planning w/ Bridget Venus Grimes, CFP®
Just Peachie Show Just Peachie Ep#8: Women and Financial Planning w/ Bridget Venus Grimes, CFP®

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews successful fee-only advisor for female lawyers and women executives, author of Corner Office Choices, co-founder of Equita Financial Network, and someone who believes that women are unstoppable, Bridget Venus Grimes, CFP®. They...

March 7, 2022
Insurance for Businesses Bonus Success Story: Solution for solo practitioners
Life Insurance Insurance for Businesses Bonus Success Story: Solution for solo practitioners

Successful business owners need ways to protect their companies, compete for top talent, reward employees and plan for a financially secure future. An excellent financial planner understands these needs and know the various roles insurance play in these situations. This is the "bonus success" stor...

March 1, 2022
Peachie's Delicious Filipino Lumpia Recipe
Lifestyle Peachie's Delicious Filipino Lumpia Recipe

Happy Birthday, Brooklyn! For Brooklyn's birthday, I am giving her my lumpia recipe! Brooklyn is one of my awesome financial advisors whom I also consider my friend. She is a foodie like me and expressed the desire to cook Filipino food for her husband. So, what better way to start than giving h...

February 25, 2022
Just Peachie Ep#7: The Financial Planning Profession w/ Ron Heymann, Jr.  CFP®, ChFC
Just Peachie Show Just Peachie Ep#7: The Financial Planning Profession w/ Ron Heymann, Jr. CFP®, ChFC

Peachie interviews University of North Florida's Financial Planning Director, Mr. Ron Heymann, Jr. CFP®, ChFC. They talk about UNF's financial planning program, types of financial advisors and career options for students and career changers as well as what is the best part of being a financial plann...

February 22, 2022
Just Peachie Ep6:  Business Continuation Planning for Financial Planners w/ Brooklyn Brock CFP®, CEPA®, ChFC®, CKA®
Just Peachie Show Just Peachie Ep6: Business Continuation Planning for Financial Planners w/ Brooklyn Brock CFP®, CEPA®, ChFC®, CKA®

Peachie Thompson, AALU, ALMI, ACS of Peach Insurance Services interviews financial planning industry trailblazer, Brooklyn Brock, CFP®, CEPA®, ChFC®, CKA® of Ellevate Advisors. They talk about a key pain point of many financial planners and business owners: succession and emergency exit planning. Th...

February 10, 2022
Just Peachie Ep5:  An Integrated Approach to Wealth Management with Beverly Whitman, CPA, CFP® and Adam Drake, CFA
Just Peachie Show Just Peachie Ep5: An Integrated Approach to Wealth Management with Beverly Whitman, CPA, CFP® and Adam Drake, CFA

Peachie interviews an amazing pair of financial professionals. Beverly Whitman, CPA, CFP® of Whitman Wealth Management and Adam Drake, CFA of Highland Investment Advisors. They talk about what it means to have tax, financial and investment planning under one roof as well as what happens when you do ...

January 24, 2022
Insurance for Businesses Series:  Supplemental Executive Retirement Plan (SERP) Non-qualified Deferred Compensation
Life Insurance Insurance for Businesses Series: Supplemental Executive Retirement Plan (SERP) Non-qualified Deferred Compensation

Successful business owners need ways to protect their companies, compete for top talent, reward employees and plan for a financially secure future. An excellent financial planner understands these needs and know the various roles insurance play in these situations. This is the fifth one of a 5-par...

January 18, 2022