Family Tree Financial Services, LLC

Family Tree Financial Services, LLC Our MISSION is to LEAD people in crafting WEALTH ACCUMULATION and INCOME SOLUTIONS for life.

What's driving the recent market volatility? In this week's , CIO Gene Goldman discusses the factors behind recent mark...
07/20/2026

What's driving the recent market volatility? In this week's , CIO Gene Goldman discusses the factors behind recent market weakness and explains why pullbacks can remain opportunities for long-term investors.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Can group and private disability policies work together?
07/20/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Market volatility has returned, led by weakness in technology stocks. While the headlines may feel unsettling, the broad...
07/17/2026

Market volatility has returned, led by weakness in technology stocks. While the headlines may feel unsettling, the broader market has remained more resilient, reinforcing the value of diversification and a long-term perspective.
Read the Cetera Investment Management Team's latest market commentary:

Market volatility has returned, led by weakness in technology stocks. While the headlines may feel unsettling, the broader market has remained more resilient,…

Talking to your family about your financial decisions, arrangements, and values can help you leave a positive legacy. ...
07/17/2026

Talking to your family about your financial decisions, arrangements, and values can help you leave a positive legacy.

Leave a legacy and plan for your family's financial future. Arrange your affairs and find ways to pass on your wealth.

Read the latest issue of Financial Watch here:
07/16/2026

Read the latest issue of Financial Watch here:

Your emergency fund is one of the most important financial tools you have. It is what stands between an unexpected car repair and a credit card balance that…

There are benefits and limitations when using a living trust.
07/15/2026

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Read the latest issue of Retire Wise here:
07/14/2026

Read the latest issue of Retire Wise here:

Inflation works quietly in the background, and over time, even a modest rise in the cost of everyday goods and services can chip away at the lifestyle you…

Earnings season begins this week, with major banks kicking off a six-week stretch of quarterly reports. Join CIO Gene Go...
07/13/2026

Earnings season begins this week, with major banks kicking off a six-week stretch of quarterly reports. Join CIO Gene Goldman as he explains why earnings matter, what investors should watch for in the latest results, and how markets may respond as companies report against elevated expectations in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.
07/13/2026

Protecting you or your company from a civil claim may require an insurance coverage you have never heard of.

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72...
07/10/2026

How long does it take your money to double? The answer might surprise you. Enter a rate of return and see the Rule of 72 in action.

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

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2029 Bayside Parkway
Fort Myers, FL
33901

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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