Family Tree Financial Group is a family-owned and operated financial planning firm based in St. Augustine, FL. With a team boasting approximately 150 years of combined financial experience, they specialize in creating custom retirement plans that provide financial security and freedom for their clients. Their compassionate approach ensures that each client is treated with care and receives unbiased recommendations, just as they would for their own family members. Family Tree Financial Group takes a holistic approach to planning, offering small business solutions, employee benefits packages, and employer succession planning. They are dedicated to educating their clients and providing them with the knowledge they need to make informed financial decisions. Community-focused, they actively participate in local events, conduct educational workshops, and support causes and charities in their community. With a commitment to security, they offer products that provide peace of mind for life's unexpected events, helping clients retire with a guaranteed income stream. Family Tree Financial Group is a trusted partner in achieving financial security and retirement goals.
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