We want you to feel safe and cared for. We know that your financial security is not a game of chance but your livelihood. By taking a holistic approach to planning with a financial planning firm that has your best interest in mind, your protection and retirement will be more secure whether you have an employer sponsored benefits plans including 401k or not.


There’s peace in knowing that you’ve decided to work with a team that has roughly 150 years of combined financial experience. We make sure that you understand all aspects of the products that we provide and the strategies we use to design your plan. Retirement comes only once in your life and it's critical to get it right! Fewer employers are offering 401k plans and even less are offering pension plans, putting the retirement responsibility in your hands. But, you're not alone! You have your very own financial planning firm at your disposal to assist in all areas!

Community Focused

We are your neighbor and friend. We are locally owned and operated which allows us a unique point of view and insight to your needs.


Not only do we take all of the appropriate precautions to keep your information secure but we offer products that offer you peace of mind for all unexpected events.

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


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 or an email away. (904) 657-0896 or
  • Contact your Family Tree Financial Professional directly via Cell or Email
  • During COVID-19, we are conducting Face to Face Meetings over the internet. Schedule one! Your financial planning firm! Your retirement, done right!
  • Contact us when you visit our Website:
  • PM us on our Facebook page.

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