About Us

About Us

Family Tree Financial Group is an independent financial advisory firm located in northeast Florida and serving Jacksonville, St. Augustine, and surrounding areas. We also have clients throughout Florida and beyond. No matter where you are, we can help you. As an independent agency, we provide unique value to our clients: Since we don’t work for individual insurance carriers or investment firms, we can provide unbiased recommendations and personalized service. At Family Tree Financial Group, we work for you, our client. Additionally, we do not charge a fee for our recommendations.

We know that each client is different, as are their needs, goals, risk tolerance, budget, and timelines.

That’s why we were formed: To provide much-needed, unique solutions, designed by fully licensed professionals in the field, that meet the individual and specific needs of our clients. Our team has been doing this for a long time and pays attention to market and industry changes, product updates, and tax laws as they present themselves.

It appears to us that many companies in our field care a lot more about their bottom line and making their shareholders happy than about their client’s wants and needs. That’s why when Family Tree Financial Group was designed, it was built with a “client comes first” mentality.

As we mentioned, at Family Tree, we don’t work for big insurance companies or investment firms – we work for our clients. We have access to almost all the big-name companies you might want to do business with. With nearly 100 different companies to choose from, our team can shop for you and select the best companies for you to engage with.

Call us today to see how we can help!
(904) 657-0896

Family Tree Financial Group

At Family Tree Financial Group, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the 5 critical areas of retirement planning, including:

Retirement Income Planning
Social Security Planning
Estate Planning & Legacy Planning
Medicare & Long-Term Care Planning

As financial advisors, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At Family Tree Financial Group, we work hard to bring our clients financial solutions that are designed to help them achieve security and peace of mind in retirement.