Family Tree Financial Services, LLC

Family Tree Financial Services, LLC Our MISSION is to LEAD people in crafting WEALTH ACCUMULATION and INCOME SOLUTIONS for life.

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers a...
05/29/2026

Selling an asset? Before you do, get a sense of what the federal capital gains tax could look like. Enter your numbers and see a quick estimate.

Estimate your potential federal capital gains tax liability on the sale of an asset.

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a dis...
05/27/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. ...
05/26/2026

A quiet week for data, but Thursday’s PCE report still matters. Inflation is expected to remain above the Fed’s target. But the bigger driver? Geopolitics—especially in the Middle East. See why Chief Market Strategist Brian Klimke says markets may take cues from headlines, not data, in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Your credit score may impact what you pay for auto and home insurance.
05/25/2026

Your credit score may impact what you pay for auto and home insurance.

Your credit score may influence how much you pay for auto and home insurance.

In observation of Memorial Day, our office will be closed Monday 5/25/26. We will get back to you upon our return Tuesda...
05/22/2026

In observation of Memorial Day, our office will be closed Monday 5/25/26. We will get back to you upon our return Tuesday 5/26. We hope you have a wonderful weekend! -FTFS Team

Read the latest issue of Financial Watch here:
05/21/2026

Read the latest issue of Financial Watch here:

When basic money management principles such as saving, spending, earning, and giving are taught at an early age children are more likely to grow into teens and…

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.
05/20/2026

D&O insurance can be a risk management tool for small businesses, non-profits and educational institutions.

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

A quieter market week is setting the stage for something bigger. Fed signals, fresh leadership, and inflation trends all...
05/18/2026

A quieter market week is setting the stage for something bigger. Fed signals, fresh leadership, and inflation trends all coming into focus. Stay tuned—this is where clarity begins. CIO Gene Goldman explains in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun vi...
05/18/2026

Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.

Learn about cyber liability insurance in this entertaining video.

Stay ahead this year with this handy Personal Finance Calendar.
05/15/2026

Stay ahead this year with this handy Personal Finance Calendar.

Use this handy calendar to remember the year’s most important financial dates.

Address

2029 Bayside Parkway
Fort Myers, FL
33901

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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