Southern Trust Financial Planning, Inc.

Southern Trust Financial Planning, Inc. Southern Trust Financial Planning is a full service finanical planning firm based in Sarasota, Flori A Registered Broker/Dealer. are unaffiliated.

The Bonita Springs office is located at:
9240 Bonita Beach Rd, Ste 2211
Bonita Springs, FL 34135

Securities offered through Securities America,Inc. member FINRA(finra.org)/SIPC(sipc.com). Advisory Services offered through Southern Trust Financial Planning, Inc, A Registered Investment Advisory firm. Southern Trust Financial Planning, Inc, and Securities America, Inc. This site is published for

residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third party comments are not verified, may not be accurate and are not necessarily representative of our client experience.

We are excited to share the news that we have merged our firm with Beacon Pointe Advisors! For future updates from our S...
02/07/2022

We are excited to share the news that we have merged our firm with Beacon Pointe Advisors! For future updates from our Southern Trust advisory team, please follow the Beacon Pointe page.

/PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") today announced that it completed five new RIA acquisitions and officially closed a previously...

Is there a role for both active and passive investments in your portfolio?
01/31/2022

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

If you thought that payouts from life insurance are tax-free in all cases, think again.
01/28/2022

If you thought that payouts from life insurance are tax-free in all cases, think again.

Life insurance proceeds are generally tax-free. But not in all cases.

You face sequence of returns risk. Know what it is?
01/24/2022

You face sequence of returns risk. Know what it is?

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

How literate are you when it comes to your finances? Brush up with these five basics.
01/21/2022

How literate are you when it comes to your finances? Brush up with these five basics.

Do your kids have the right stuff for college?
01/19/2022

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical....
01/17/2022

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

Learn about all the parts of Medicare with this informative and enjoyable article.

Considering crowdfunding? Take time to do the research first.
01/14/2022

Considering crowdfunding? Take time to do the research first.

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

Consider a bucket plan to go with your bucket list.
01/12/2022

Consider a bucket plan to go with your bucket list.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
01/10/2022

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Take the time to think about these three things when shopping for your next vehicle.
01/07/2022

Take the time to think about these three things when shopping for your next vehicle.

There are a few things to consider when buying or leasing your next vehicle.

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.
01/05/2022

Choices, choices, choices. Make sure you know the benefits and limitations before committing your money.

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Address

1943 Morrill Street
Sarasota, FL
34236

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