Family Tree Financial Group

Family Tree Financial Group A full service financial advisory firm. We work for You, our clients, and not Insurance Companies, Investment Firms, or some other corporate entity.

As a full service financial planning firm, Family Tree Financial Group is made up of advisors and financial professionals dedicated to working for our clients, not for an insurance or investment company. Let us work for you!

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

As summer approaches, calendars fill up quickly. This is often when routine health care gets put off, but taking care of...
05/20/2026

As summer approaches, calendars fill up quickly. This is often when routine health care gets put off, but taking care of these preventive services early can help keep you healthy all summer long. Many of these services are covered under health plans and are designed to detect potential issues early, before they turn into more serious health concerns.

Coverage varies, but common preventive services may include:

✅ Annual wellness visits and routine physical exams.
✅ Blood pressure, cholesterol, and diabetes screenings.
✅ Cancer screenings.
✅ Well-child visits and developmental checkups.
✅ Recommended vaccinations.
✅ Preventive counseling related to nutrition, to***co use, or mental health.

Booking appointments in advance can also help avoid scheduling bottlenecks and missed coverage opportunities.

If you have questions about what your plan covers, don’t hesitate to reach out. Our team is here to help guide you.

May is Disability Insurance Awareness Month, and it is a good time to take a closer look at a type of coverage that does...
05/15/2026

May is Disability Insurance Awareness Month, and it is a good time to take a closer look at a type of coverage that does not always get the attention it deserves.

According to 2025 data from the U.S. Bureau of Labor Statistics, people with a disability account for about 13% of the U.S. population, and the gap between employment rates for those with and without a disability remains significant.

Disability can affect anyone at any stage of life, and the financial impact can be just as significant as the physical one. Swipe through for a breakdown of what disability insurance covers and what to look for in a policy.

Have questions about your coverage options? Give us a call today (904) 657-0896

Scams are becoming more sophisticated, but there are clear red flags that can help you identify them quickly. Here is wh...
05/14/2026

Scams are becoming more sophisticated, but there are clear red flags that can help you identify them quickly. Here is what to watch for:

🔵 Sense of urgency - Scammers create pressure by instructing you to act before a deadline or implying something bad will happen if you don't act immediately.

🔵 Impersonation of trusted sources - Fraudsters pose as government officials, tech companies, or other trusted organizations to make their messages seem legitimate.

🔵 Too-good-to-be-true offers - Free money, significant discounts on products not on sale, or prizes requiring upfront fees are classic scam tactics.

🔵 Poor message construction - Look for email addresses with misspelled domains, spelling and grammatical errors in the body of the message, “Under Construction” or “Coming Soon” job link sites, and website error links in email signatures.

The best defense is to pause and verify the source. If you know the sender personally, reach out directly. If it is from an organization, contact them through their official website.

We hope you find these scam identification tips helpful. As always, feel free to reach out if you have any questions or need our team; we are here to leverage our expertise for your benefit.

When graduation season rolls around, it can be hard to decide what to get the special graduate in your life. One practic...
05/12/2026

When graduation season rolls around, it can be hard to decide what to get the special graduate in your life. One practical, yet under-utilized, graduation gift is a life insurance policy.

When set up early, a life insurance policy can serve as a vital long-term financial tool that grows with your graduate, locking in premiums at the age when they are often cheapest and sometimes offering a cash value component that can be accessed during your new grad’s lifetime. Additionally, coverage can be adjusted as income and goals evolve, with the insured layering on or even buying more coverage within the existing policy.

If you have questions about options, costs, or how policies are structured, feel free to reach out. We are always happy to help.

May is Disability Insurance Awareness Month (DIAM) — a reminder of how important it is to protect your income.Coordinate...
05/11/2026

May is Disability Insurance Awareness Month (DIAM) — a reminder of how important it is to protect your income.

Coordinated by Life Happens, DIAM highlights a powerful statistic: 1 in 4 of today’s 20‑year‑olds may face a disability before retirement. That’s why understanding the “coverage gap” and knowing your options for short‑term and long‑term disability insurance is so important.

Your income is your most valuable asset. If you’d like help reviewing your current protection or exploring your options, we’re here to help.

Our team wants to wish a very Happy Mother’s Day to all of the moms, grandmothers, and other maternal figures out there....
05/09/2026

Our team wants to wish a very Happy Mother’s Day to all of the moms, grandmothers, and other maternal figures out there.

From the late nights of the newborn stage to the late nights waiting up for teens, we owe moms a debt of gratitude — and sleep!

So whether you’re a mother yourself, you’re celebrating your mom, honoring your partner, or recognizing another maternal figure in your life, we hope this day is full of appreciation.

Planning for retirement is often accompanied by myths that can obscure judgment and decision-making. Today, we’re dispel...
05/05/2026

Planning for retirement is often accompanied by myths that can obscure judgment and decision-making. Today, we’re dispelling four such myths. Swipe to learn more ➡️

One fact remains clear: Our team is here to help our network effectively plan for retirement. Should you have any questions about your retirement strategies, please do not hesitate to reach out.

You probably know that saving money for a rainy day is smart, but did you know that a life insurance policy can be a par...
04/30/2026

You probably know that saving money for a rainy day is smart, but did you know that a life insurance policy can be a part of that strategy?

Some life insurance policies can build cash value over time, and this cash value can help protect you and your family “on a rainy day.” Additionally, some life insurance riders and your death benefit can help protect your family financially if anything were to happen to you.

If you have any questions about your life insurance policy, give us a call, and we can help ensure it is meeting your needs.

Address

Mailing Address: 2220 CR 210 W Suite 108-506
Saint Augustine, FL
32259

Opening Hours

Monday 9am - 8pm (by appointment)
Tuesday 11am - 8pm (by appointment)
Wednesday 9am - 5pm (by appointment)
Thursday 9am - 8pm (by appointment)
Friday 9am - 5:30pm (by appointment)
Saturday 9:30am - 2pm (by appointment)

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