General Info

Founded in 2002, The Perigee Group is a financial consulting firm. Based in Atlanta, Ga., the firm specializes in all the aspects of estate planning, including tax planning, asset protection planning, charitable planning, insurance and liquidity planning and planning for special family issues. It designs life insurance solutions as well as evaluates and designs insurance policies. In addition, The Perigee Group provides business succession planning and customized investment structuring services. The firm performs state and federal tax credit analysis.