Family Tree Financial Group

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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!

It's that time of year again! AEP - Annual Enrollment Period for Medicare Beneficiaries. It is during this time (October...
10/15/2026

It's that time of year again! AEP - Annual Enrollment Period for Medicare Beneficiaries. It is during this time (October 15th - December 7th) that you can contact us to discuss your plans for the upcoming year!
You can reach us at (904) 657-0896

Happy Birthday to one of our team members, Chet Johnson, Family Tree Financial Group!!! Wishing you a great day today an...
10/12/2026

Happy Birthday to one of our team members, Chet Johnson, Family Tree Financial Group!!! Wishing you a great day today and many more!! ๐ŸŽ‰๐ŸŽ‚๐ŸŽˆ๐ŸŽ

๐Ÿ”๐Ÿง€ HAPPY NATIONAL CHEESEBURGER DAY! ๐Ÿง€๐Ÿ”Todayโ€™s a good day to put the planning aside for a few minutes and enjoy one of Am...
09/18/2026

๐Ÿ”๐Ÿง€ HAPPY NATIONAL CHEESEBURGER DAY! ๐Ÿง€๐Ÿ”

Todayโ€™s a good day to put the planning aside for a few minutes and enjoy one of Americaโ€™s favorite past-timesโ€”a big, juicy cheeseburger! ๐Ÿ˜‹

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! ๐Ÿฅ“๐Ÿ”๐Ÿฅค๐ŸŸ

Savor Today. Plan for Tomorrow. ๐ŸŒณ

๐Ÿ† WE DID IT AGAIN โ€” A 3-PEAT! ๐Ÿ†Weโ€™re incredibly proud to announce that Family Tree Financial Group has been recognized a...
09/18/2026

๐Ÿ† WE DID IT AGAIN โ€” A 3-PEAT! ๐Ÿ†

Weโ€™re incredibly proud to announce that Family Tree Financial Group has been recognized as a Best of Floridaยฎ winner for Financial Advisors for the THIRD consecutive year โ€” 2024, 2025 & 2026! ๐Ÿ’™

We definitely donโ€™t take this lightly. Thank you to our clients, friends, families, and community for your continued trust and support. Youโ€™re the reason we get to do what we love every day.

๐Ÿ“– Look for Family Tree Financial Group on Page 077 of this yearโ€™s The Guide to Florida.๐Ÿ†๐Ÿ†๐Ÿ†

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๐Ÿ† WE DID IT AGAIN โ€” A 3-PEAT! ๐Ÿ†Weโ€™re incredibly proud to announce that Family Tree Financial Group has been recognized a...
09/17/2026

๐Ÿ† WE DID IT AGAIN โ€” A 3-PEAT! ๐Ÿ†

Weโ€™re incredibly proud to announce that Family Tree Financial Group has been recognized as a Best of Floridaยฎ winner for Financial Advisors for the THIRD consecutive year โ€” 2024, 2025 & 2026! ๐Ÿ’™

Three years in a row is an honor we donโ€™t take for granted. Thank you to our clients, friends, families, and community for your continued trust and support. Youโ€™re the reason we get to do what we love every day.

๐Ÿ“– Look for Family Tree Financial Group on Page 077 of this yearโ€™s The Guide to Florida.

3 Consecutive Years. 3-Pete! ๐Ÿ†๐Ÿ†๐Ÿ†

Today, We Remember. ๐Ÿ‡บ๐Ÿ‡ธOn this day, Patriot Day, we honor the lives needlessly lost on September 11, 2001, we are forever...
09/11/2026

Today, We Remember. ๐Ÿ‡บ๐Ÿ‡ธ

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. ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿฆ…

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!!๐Ÿ˜„๐Ÿฅ”๐Ÿ ๐ŸŸ

The Star Spangled Banner As You've Never Heard It Before...๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡บ๐Ÿ‡ธ
07/04/2026

The Star Spangled Banner As You've Never Heard It Before...
๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡บ๐Ÿ‡ธ๐Ÿ‡บ๐Ÿ‡ธ

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

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)

Alerts

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