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1943 Morrill Street Suite 1 | Sarasota, FL 34236 Contact Us

9240 Bonita Beach Rd Suite 2211 | Bonita Springs, FL 34135

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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.

Marc S. Wolff

James P. Cooper

Mark Generales

Helpful Content

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

The Business Cycle

The Business Cycle

How will you weather the ups and downs of the business cycle?

 

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Planning for the Expected

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

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

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Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

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