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
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Rightsizing for Retirement
What does your home really cost?
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Six overlooked tax deductions to help manage your tax bill.
How to help determine life insurance needs to provide for your family after you pass away.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
What’s the deal with your yearly free credit report?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Even low inflation rates can pose a threat to investment returns.
What are your options for investing in emerging markets?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here’s a crash course on saving for college.