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!

🍔🧀 HAPPY NATIONAL CHEESEBURGER DAY! 🧀🍔Today’s a good day to put the planning aside for a few minutes and enjoy one of Am...
09/18/2026

🍔🧀 HAPPY NATIONAL CHEESEBURGER DAY! 🧀🍔

Today’s a good day to put the planning aside for a few minutes and enjoy one of America’s favorite past-times—a big, juicy cheeseburger! 😋

At Family Tree Financial Group, we believe some of the best moments happen when family and friends gather around the table. So today, enjoy the little things, savor the good stuff, and maybe order the bacon, and extra cheese! 🥓🍔🥤🍟

Savor Today. Plan for Tomorrow. 🌳

🏆 WE DID IT AGAIN — A 3-PEAT! 🏆We’re incredibly proud to announce that Family Tree Financial Group has been recognized a...
09/18/2026

🏆 WE DID IT AGAIN — A 3-PEAT! 🏆

We’re incredibly proud to announce that Family Tree Financial Group has been recognized as a Best of Florida® winner for Financial Advisors for the THIRD consecutive year — 2024, 2025 & 2026! 💙

We definitely don’t take this lightly. Thank you to our clients, friends, families, and community for your continued trust and support. You’re the reason we get to do what we love every day.

📖 Look for Family Tree Financial Group on Page 077 of this year’s The Guide to Florida.🏆🏆🏆

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🏆 WE DID IT AGAIN — A 3-PEAT! 🏆We’re incredibly proud to announce that Family Tree Financial Group has been recognized a...
09/17/2026

🏆 WE DID IT AGAIN — A 3-PEAT! 🏆

We’re incredibly proud to announce that Family Tree Financial Group has been recognized as a Best of Florida® winner for Financial Advisors for the THIRD consecutive year — 2024, 2025 & 2026! 💙

Three years in a row is an honor we don’t take for granted. Thank you to our clients, friends, families, and community for your continued trust and support. You’re the reason we get to do what we love every day.

📖 Look for Family Tree Financial Group on Page 077 of this year’s The Guide to Florida.

3 Consecutive Years. 3-Pete! 🏆🏆🏆

Today, We Remember. 🇺🇸On this day, Patriot Day, we honor the lives needlessly lost on September 11, 2001, we are forever...
09/11/2026

Today, We Remember. 🇺🇸

On this day, Patriot Day, we honor the lives needlessly lost on September 11, 2001, we are forever grateful to the heroes who ran toward danger, and we continue to pray for the families whose lives were forever changed.

May we never forget the courage, sacrifice, unity, and strength our nation showed that day, and the days that followed. Today, we could greatly benefit from remembering the way we came together as a nation, not divided. Brothers and sisters, Northerners and Southerners, neighbors, different races, different colors, different religions, etc. None of it mattered. We were one, with one common enemy!

From all of us at Family Tree Financial Group, we continue to remember and honor them. 🇺🇸🦅

09/02/2026

September is Life Insurance Awareness Month. There is lots to know and lots to learn about this resource. There are many different companies that offer Life insurance. There are several different types, different ratings, different pricing, different ways to underwrite (approve) a policy, different tax-advantages, living benefits, and so much more! Click the link to learn more and request our Life Insurance Educational Kit!
https://familytreefinancialgroup.com/life-insurance-awareness-month/

Today is National Potato Day! After all, how could there not be a day dedicated to them? Here are 5 fun facts about thes...
08/19/2026

Today is National Potato Day! After all, how could there not be a day dedicated to them? Here are 5 fun facts about these tasty tubers!!😄🥔🍠🍟

The Star Spangled Banner As You've Never Heard It Before...🇺🇸🇺🇸🇺🇸🇺🇸
07/04/2026

The Star Spangled Banner As You've Never Heard It Before...
🇺🇸🇺🇸🇺🇸🇺🇸

A story of how our national anthem came to be. I was asked by som...

Happy 4th of July weekend! Here's some good information about it.The Declaration of Independence, the founding document ...
07/03/2026

Happy 4th of July weekend! Here's some good information about it.

The Declaration of Independence, the founding document of the United States, was approved by the Continental Congress on July 4, 1776, and announced the separation of 13 North American British colonies from Great Britain. It explained why the Congress on July 2 “unanimously” (by the votes of 12 colonies, with New York abstaining) had resolved that “these United Colonies are, and of right ought to be Free and Independent States.”
The second paragraph of the Declaration of Independence begins with perhaps its most famous line. “We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable Rights, that among these are Life, Liberty and the pursuit of Happiness.” This statement echoed the writings of English philosopher John Locke. Locke claimed that, in the state of nature, individuals possessed the right to life, liberty, and property.
No one actually signed the Declaration of Independence on July 4th, 1776. Although the Declaration of Independence was approved on July 4, the “engrossed” copy of the document wasn’t ready for signatures until nearly a month later.
On August 2, 1776, roughly a month after the Continental Congress approved the Declaration of Independence, an “engrossed” version was signed at the Pennsylvania State House (now Independence Hall) in Philadelphia by most of the congressional delegates (engrossing is rendering an official document in a large clear hand). Not all the delegates were present on August 2. Eventually, 56 of them signed the document. Two delegates, John Dickinson and Robert R. Livingston, never signed.

Here's a link to some great additional information and videos that explain so many great facts about our founding fathers. Check it out!!: https://www.history.com/articles/declaration-of-independence

#1776

Hoping all our amazing dads were celebrated for all they are, and all they do. Happy Father's Day‼️
06/22/2026

Hoping all our amazing dads were celebrated for all they are, and all they do.
Happy Father's Day‼️

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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