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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

Understanding Long-Term Care

Understanding Long-Term Care

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

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

 

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

Countdown to College

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

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

The Five Basics of Financial Literacy

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

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Saving for College

This calculator can help you estimate how much you should be saving for college.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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Retirement Plan Distributions

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

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

Your Cash Flow Statement

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Retiring the 4% Rule

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

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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