Southern Trust Financial Planning is a registered investment advisory firm located in Sarasota, Florida. Southern Trust Financial Planning specializes in providing objective financial planning and investment management with the goal of helping clients grow and protect their assets through all of life's stages.
A number of questions and concerns need to be addressed to help you better prepare for retirement living. Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience. Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
A number of questions and concerns need to be addressed to help you better prepare for retirement living. Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience. Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Services
Southern Trust Financial Planning was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, to assist with our goal of earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.
Marc uses a consultative financial planning approach to thoroughly grasp a client's goals. With this understanding he crafts custom solutions built on sound investment principles and detailed research and analysis. James' business is founded on the principles of trust, openness and diligence, which together form the core of the relationship he shares with his clients.
Southern Trust Financial Planning is an independent full service firm which offers professional assistance to our clients in all areas of financial planning -- investments, insurance and planning for the future. Our goal is to provide personalized, unbiased advice so that our clients, who are ages 1 to 101, and who come from all walks of life, can make informed decisions and create innovative solutions in pursuing their financial goals.
We have relationships with several local professionals in these specific niche areas which we work together to pursue the clients overall financial planning goals. PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
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