Southeast Trust Company

Southeast Trust Company As a Florida based Trust Company, we are dedicated to securing your wealth and protecting your legacy.

We are a trusted fiduciary, offering personalized wealth management, expert estate settlement services, and meticulous trust administration services.

09/03/2026

Not every financial professional is held to the same standard. A fiduciary is legally required to act in your best interest—not their own compensation or outside incentives.

At Southeast Trust, acting in our clients’ best interests is more than a legal obligation. It’s the foundation of how we serve.

Before trusting a financial professional, ask: How are you compensated, and what standard are you held to?

Learn more about Southeast Trust's approach to comprehensive wealth management at https://heyor.ca/nXr3R3.

09/02/2026

Most people think the hardest part of college planning is saving enough money. But when tuition bills arrive, how you use those savings can matter just as much. The order in which you draw from available resources may influence taxes, investment growth, and your family's long-term financial flexibility.

Saving is only half the equation. A thoughtful funding strategy helps ensure those dollars work as hard as you did to earn them.

To learn how education funding fits into your overall financial strategy, call Southeast Trust at (352) 291-5999 to schedule a private consultation.

08/26/2026

Florida's lack of a state income tax is one of its biggest financial advantages—but it's also the source of a common retirement misconception.

While Florida doesn't tax retirement income, federal taxes may still apply to Social Security benefits, traditional IRA and 401(k) withdrawals, pension income, and investment gains. How much you pay depends on your overall financial picture and, in many cases, how you structure your retirement income.

The best time to plan for retirement taxes is before they become retirement surprises. If you'd like to explore strategies that fit your financial picture, Southeast Trust is here to help. Schedule an introductory conversation at 352-291-5999 and learn more https://heyor.ca/wKpkvb

August is America's busiest birth month—a reminder of how quickly the years can pass and how early planning can make a d...
08/24/2026

August is America's busiest birth month—a reminder of how quickly the years can pass and how early planning can make a difference. As a parent, you want to help your child succeed without putting your own financial future at risk.

At Southeast Trust, we believe every financial goal should work together—not compete with one another. We can help you build a strategy that supports your family today while protecting your financial future tomorrow.

Learn more at https://heyor.ca/iscfFc or contact us to schedule an introductory call at 352-291-5999.

A 401(k) is an excellent foundation for retirement—but it may not be the whole strategy.As your income, assets, and fina...
08/19/2026

A 401(k) is an excellent foundation for retirement—but it may not be the whole strategy.

As your income, assets, and financial goals grow, additional investment options may provide greater flexibility, fewer restrictions, and more opportunities to build wealth both before and during retirement.

The right approach depends on your individual circumstances, which is why Southeast Trust develops a comprehensive investment strategy tailored to you—one that evolves alongside your life and financial goals.

Learn more at https://heyor.ca/M2qeXf or schedule an introductory call at 352-291-5999.

08/10/2026

Once you turn 50, the amount you can contribute to your 401(k) each year increases from $24,500 to $32,500. Those ages 60–63 may be eligible to contribute up to $35,750 through enhanced catch-up contributions.

Want more than quick tips? We're here to provide guidance as you build toward retirement and help you protect what you've built as you enjoy your retirement years. Learn more at https://heyor.ca/jaRE9L.

It’s a great milestone—and the answer depends on your "Withdrawal Sequence."Withdrawing from the wrong account at the wr...
08/05/2026

It’s a great milestone—and the answer depends on your "Withdrawal Sequence."

Withdrawing from the wrong account at the wrong time can lead to unnecessary tax erosion.

Get clarity on your tomorrow, today with a financial plan — call us at 352-291-5999.

A few things to stay on top of in your 70s: required minimum distributions (RMDs) kick in at 73, and missing them carrie...
08/03/2026

A few things to stay on top of in your 70s: required minimum distributions (RMDs) kick in at 73, and missing them carries steep penalties. At 70½, qualified charitable distributions let you give directly from your IRA — potentially reducing your taxable income. And an annual check-in with a financial planner helps ensure your income strategy stays sustainable for the long haul.
Retirement isn't the finish line. It's the stretch you've spent decades planning for.

Schedule a call at 352-291-5999 to review or create your plan or learn more at https://heyor.ca/qex3Hl.

07/29/2026

It’s a common misconception that your Will is the final word. In reality, accounts like your 401(k) or Life Insurance, when beneficiaries are named, can bypass it entirely.

If your beneficiary list is out of date, your legacy could be left to an ex-spouse or a deceased relative.

Is it time for a wellness checkup? https://heyor.ca/G3xdkg

The last stretch before retirement isn't the time to coast. Your 60s bring a unique set of opportunities — and deadlines...
07/27/2026

The last stretch before retirement isn't the time to coast. Your 60s bring a unique set of opportunities — and deadlines — that can shape the next 30 years of your life. Are you making the most of them?

Southeast Trust can help you put a plan in place — contact us at 352-291-5999 to schedule an introductory call or learn more at https://heyor.ca/b4gD93 .

Address

1603 SW 19th Avenue
Ocala, FL
34471

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13522915999

Website

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