We understand the stress that comes with financial planning for your future. You need a strategy that you can depend on to ensure you have the financial stability to live your life to its fullest. We put your needs first by performing a holistic review of all your future goals and expectations. We look at your current financial situation and retirement goals to tailor a plan that is diversified and within the risk tolerances of the client. We provide a personal touch with sophisticated knowledge of financial markets.
We treat you as a person, not a number. We listen to your past experiences and act as your ally to improve the quality of your financial life. We establish a solid plan for all potential scenarios that could unfold in your personal life. No matter what decisions you make, we have a strategy that is right for you.
We are committed to your plan for the long-term. We check in with you throughout the year to make sure you are on track and make any necessary adjustments based on life changes. We give our clients what their current advisors haven’t… an exit strategy. We start with the end in mind and lay out a strategy to get you there. We provide the light at the end of the tunnel.
We know every financial situation is unique.
We consider everything from your child’s college education savings, to buying that dream vacation home. Even early retirement! We specialize in helping business owners, women, and professionals design, pack, and deploy their own golden parachute for retirement.
Every client interaction is met with the same guiding principles: a relationship built on trust, easy accessibility, a client-first mentality, and clear communication.
With over 16 years in corporate financial planning, I founded Everwell Financial to provide a different approach to helping clients improve their financial lives. With a passion for helping people design their future and a longtime advocate of comprehensive planning, I will connect with you personally to ensure you have the right plan in place to achieve your goals. When I was a teenager, my father suffered back-to-back strokes that left him bedridden and unable to communicate for over seven years. The shock waves were felt in every corner of my family’s life. I am dedicated to helping our clients avoid the financial heartache that results from such unforeseen tragedies.
I am proud to say that I am a native of the Metro DC area. My educational background took me from Maryland, then Virginia. I earned my B.A. from The Catholic University of America. I also hold a M.A. in Journalism from New York University. In addition to my RICP (Retirement Income Certified Professional) designation from the American College, I also hold FINRA Series 6, 7, 63 & 66 securities registrations.
I am honored to be a Top of the Table Member of Million Dollar Round Table (MDRT). Top of the Table is an internationally recognized mark of excellence reserved for the most successful in the financial services industry. I am proud to be among the top professionals in the intensely competitive global life insurance and financial services industries.
In addition to my financial credentials, I am also a Certified Divorce Financial Analyst® certificant. As a CDFA® professional, I am skilled at analyzing pensions, retirement plans, and the short-term and long-term effects of dividing property. I can recognize the tax consequences of different settlement proposals and provide clients with valuable data analysis that shows the financial impact of any given settlement. I am able to assist clients and their attorneys in understanding how their decisions today will impact their financial future.
- I am a parishioner of St. John XXIII Catholic Church.
- My son Jackson keeps me busy with soccer, school activities, and frequent trips to Disney World.
- I love running! I have completed several half and full marathons. Next up, a triathlon.
Why I Founded Everwell Financial?
It is personally rewarding to make a connection with people and see them reach the goals we discuss together. The opportunity to provide a positive influence on the people I meet is unparalleled.
Only 15% of all financial advisors are women. Founding Everwell Financial provides the opportunity to recruit and build a practice of female advisors.
It’s important for me to empower women with the knowledge to make important financial decisions.
I am a Midwestern girl originally from the suburbs of Chicago then moving to southwest Florida in 2009.
After spending sixteen years as a stay-at-home mother with my two children, I returned to the workforce as an Administrative Assistant for a law firm specializing in estate planning and probate. Prior to motherhood I worked for a decade in all areas of pricing administration from analysis, sales support, and marketing to database management with a brief stint as a Grants and Contracts Administrator at the University of Chicago.
- I enjoy any creative pursuit but especially abstract painting in all mediums.
- Avid hand quilter and enjoy designing my own patterns and I am an active member of my local quilt guild.
- Parishioner of St. John XXIII Catholic Church.
What I Like About Everwell Financial?
I’m excited to join Danielle’s team and to be a part of her adventure and determination to grow a company focusing on helping women succeed. As part of her team, I look forward to expanding my own knowledge and gaining experience.
I appreciate how Danielle truly cares and strives to help women make informed decisions that will positively impact their unique current and future financial goals. With her extensive financial background and experience clients will feel at ease and comfortable placing their financial planning and trust in her capable hands.
I am originally from New York and lived out on the Island in the Commack area for over 20 years. My husband and I moved to Florida in 1990 and never looked back.
I have been in banking and the financial field for 30 years, starting from a Teller and promoted to Assistant Vice Pres. Branch Manager and also working for a brokerage firm as a Branch Office Administrator. I also worked in the mortgage field for 8 years from closing loans to warehousing for a lender.
I hold many awards and certificates for my excellent customer service, team work, and exceeding my individual goals.
- Volunteering my time for non-profit organizations.
- I am a devoted Mother, Grandmother and Great Grandmother.
- A passion for animals with dogs being number one and volunteer my services when needed.
- Enjoy interior decorating.
What I Like About Everwell Financial?
My impressions of Danielle is that she places high priority on her customers and ensures that they are informed and helped with their financial goals.
She has the drive and passion to help clients succeed and feels utmost gratification in doing so. She also brings experience of 16 years of which will benefit her team and her clients.
I am excited to be part of the firm and to enrich myself with further growth of knowledge and expansion of the business. I feel that I am lucky to be on a team that shares my passion of customer service beliefs.
I’m a Florida native from Fort Myers. I have moved around the country and travel the world, but always come back to where my roots are.
Currently, I am going into my senior year at Florida Guld Coast University, and plan to graduate this upcoming spring. My professional past consists of working with established companies in Fort Myers to implement top-tier customer relations and service, in addition to financial organization.
- International traveling.
- Church community.
- Photography and videography, especially drones.
What I Like About Everwell Financial?
I’m joyful to be a part of such a driven team of intelligent and respectable woman in the financial field. Everwell is a company which is rooted in quality, integrity, and respect for those who we work with. Our founder, Danielle Lucht, conducts herself and this company with such grace and discipline that I couldn’t not be more pleased to be part of this team.