At Family Tree Financial Group, we treat each and every one of our clients with the same care and compassion that we would give to a treasured family member. And when we recommend a product or strategy, it will always be the same unbiased recommendation that we would make to our own family members if they were in the same situation. We know that your financial security is not a game of chance but your livelihood. By working with a firm such as ours, that always has your best interests at heart and that takes a holistic approach to planning, your protection and retirement will be secure, whether you have an employer sponsored benefits plan (including 401k) or not.


There’s peace in knowing that you’re working with a team that has roughly 150 years of combined financial experience. We are educators first and problem solvers second. We make sure that you understand all aspects of the products that we recommend and the strategies we use to design your plan.

We understand that: Retirement comes only once in your life and it’s critical to get it right! Fewer and fewer employers are offering 401k plans and even less are offering pensions, putting the retirement responsibility in your hands. But you’re not in this alone! You have your very own financial planning firm at your disposal to educate you and assist you every step of the way!

Community Focused

We are family-focused, as well as family owned and operated which allows us a unique point of view and insight to your needs. We believe that we’re all in this together and so we do what we can to give back to causes and charities that are near to us and our community. We involve ourselves in a variety of community events. We conduct no-cost educational workshops in financial literacy, Retirement Basics, Medicare 101 and other related topics. We raise money and awareness for local causes and charities


Not only do we take all of the appropriate precautions to safeguard your information, but we offer products that offer you equal security and peace of mind for any & all of life’s unexpected events. One of our most important goals is to help you retire with a guaranteed income stream regardless of what you do or don’t receive from social security or a job.

September is Life Insurance Awareness Month

No one really wants to think about life insurance. But if someone depends on you financially, it’s a topic you can’t avoid. Getting life insurance doesn’t have to be hard (or boring). We have some answers to common questions about life insurance so that you can make informed decisions about protecting your loved ones financially.

About Us

We’re a family-focused, family business, with strong roots in our community & a local branch office. We leave nothing to chance when it comes to your family’s financial security. You’re safe under the canopy of the Family Tree.

Our Process

  • Discovery
  • Analyze
  • Collaborative Case Design
  • Recommendation
  • Implementation
  • Review
  • + Learn More

COVID-19 Alert:
We’re Still Here For You

During these times, we want to make sure you understand that we’re still here for you.
For us, it’s business as usual (with a few twists)!


  • As always, we’re just a phone call away. (904) 657-0896
  • Contact your Family Tree Financial Professional directly via Cell or Email
  • We’re conducting Face to Face Meetings over the internet. Schedule one!
  • Contact us when you visit our Website:
  • PM us on our Facebook page.