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
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Protecting Your Home Against Flood Loss
Protect yourself against the damage that your homeowners policy doesn’t cover.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Calculating your potential Social Security benefit is a three-step process.
Important items to consider when purchasing condo insurance.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
For many, retirement includes contributing their time and talents to an organization in need.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
A special needs trust helps care for a special needs child when you’re gone.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
$1 million in a diversified portfolio could help finance part of your retirement.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Here’s a crash course on saving for college.