Family Tree Financial Group

Family Tree Financial Group is an independent and comprehensive financial planning firm located in St. Augustine, FL, however geography doesn't play a part in where we do business. We have clients all over the nation. We're never more than a phone call or mouse click away! We provide a wide menu of services, such as Retirement Planning, Business Succession Planning, Employee Benefits (group & voluntary), 401k, College Planning, Income Replacement, End of Life Planning, Medicare Solutions, and more! We also offer products including Life Insurance, Traditional & Roth IRA, Health Insurance, Annuities, Disability Income, Long-Term Care, Small Business Solutions, and more. No matter what you need, you're safe under the canopy of Family Tree!