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
Paul S. Harris
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Calculating your potential Social Security benefit is a three-step process.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
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.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Even if you’re young and single, you should still consider protecting yourself.
At what point can you call a personal vehicle commercial?
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you may need to save for retirement.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What if instead of buying that vacation home, you invested the money?
What is your plan for health care during retirement?
Recent changes in estate tax laws could affect the strategy you have in place.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.