Financial planning designed for healthcare professionals.
As a CRNA, APRN, or physician working as a 1099 contractor or small business owner, you don’t have an HR department to set up benefits or manage your financial future. That doesn’t mean you should go without a plan. From retirement savings to insurance protection, our women-led firm helps healthcare providers create strategies that protect today’s income and prepare for tomorrow. Together, we’ll build a financial roadmap to enjoy today, while preparing for the future. Our job is to help improve your today’s while building for your tomorrows.
Financial Planning Professionals
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Retirement Income Certified Professional®
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Top of the Table Member of Million Dollar Round Table, MDRT®
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Serving over 200 households nationwide
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20+ years of experience
Get In Touch Today
Danielle Lucht, RICP®, CDFA®
Financial Advisor
Call: (239) 288-7054
danielle@everwellfinancial.com
Confident planning for income, taxes, and retirement.
Balancing long shifts, patient care, and business responsibilities leaves little time for managing finances. We design plans that account for your unique challenges and goals. Whether you’re paying down student loans, running your own LLC/S-Corp, or preparing for retirement, our planning anticipates both the expected and unexpected.
With our guidance, you’ll have confidence in a plan that includes:
- Tax strategies for 1099 income and small businesses.
- Customized retirement plans like Solo 401(k)s, IRAs, and SEP IRAs.
- Insurance solutions to safeguard your income and your family’s future.
- A plan to find work/life balance.
- A clear path to manage expenses while also building long-term wealth.
Tailored planning for every phase of your career.
Whether you’re early in your career or nearing retirement, we help you align your finances with the life you want to live. Many healthcare professionals delay saving because of student loans, busy schedules, or simply not knowing where to start. At Everwell Financial, we ensure you can enjoy life today while still planning for tomorrow.
Starting to save early is a great step toward financial security, but it’s never too late to build a strong foundation. From creating savings strategies and retirement accounts to utilizing HSAs and tax-efficient investing, we tailor every step to your needs.
A long-term partner for your financial journey.
At Everwell Financial, we’re not just advisors—we’re partners in your success. Think of us as the general contractor helping you build your financial house. Our goal is to help you build your financial house stronger than any financial storm.
Our commitment includes:
- Ongoing reviews to adapt your plan to life events and career changes.
- Strategies to protect against volatility in markets, taxes, and healthcare costs.
- Estate planning with trusted attorney support through Estate Guru.
- Beneficiary reviews and planning to ensure your assets pass the way you intend.
We’re here to help you build, protect, and enjoy your wealth—so you can focus on your patients and your life outside of work.
Contact us today.
Let’s work together to plan for your future. Our women-led financial firm is accepting new clients and taking referrals. Our phone and dedicated text lines are closely monitored from 9am to 4pm, Monday through Friday.
With offices in Southwest Florida, we invite you to visit us in person to discuss your personalized financial strategy. We also offer virtual meetings using tvideo conferencing software Zoom for individuals that currently live out of state or out of the vicinity of Fort Myers. Call us to set up a consultation. We’re looking forward to meeting you.
Contact
Phone: (239) 288-7054
Text: (239) 356-8998
Email: danielle@everwellfinancial.com
Location
1591 Hayley Lane, Suite 202
Fort Myers, FL 33907
Hours: 9am – 4pm
Proudly planning for the future of clients living in AL, CA, DE, FL, GA, IL, MA, MD, MI, MN, NC, NE, NH, NJ, NY, OH, OK, PA, SC, TX, UT, and WV.
Check the background of investment professionals on FINRA’s BrokerCheck.