We make it easy to move your financial life to Florida.

With income taxes on the rise across the country, many people consider moving to Florida for sunnier days and lower tax payments. Along with the tax benefits of moving to Florida, there are also other benefits of being a Florida resident that can protect your hard-earned assets. As a Florida based financial firm, Everwell Financial is a team of experts that know how to effectively move your life and assets to Florida so you can rest easy.

Florida Based Financial Advisor

Retirement Income Certified Professional®

Top of the Table Member of Million Dollar Round Table, MDRT®

Serving over 200 households nationwide

18+ years of experience

Get In Touch Today

Danielle Lucht, RICP®, CDFA®
Financial Advisor

Call: (239) 288-7054

Relocate to Florida with confidence.

Most people follow the common steps of moving to Florida and obtain a Florida driver’s license, register to vote, and update their addresses, but this is often not enough to fully avoid tax audits from your prior state. Because Everwell Financial is a Florida based financial advisor, we are fully experienced in Florida state and tax laws and can give you the checklist to make your financial transition to Florida as seamless as possible.

Your plan for moving to Florida will include:

  • Filings with local Florida clerks and courts
  • Steps to file and make tax payments correctly
  • Take advantage of local tax benefits granted to residents of Florida
  • Establishment of banking accounts and the transfer of your money
  • Much more!

Why a Florida based financial advisor could be beneficial.

In addition to creating a transition plan to Florida, there are many other ways a Florida based financial advisor can help during your move. As a local contact, we can provide recommendations on where to go and who to work with as you establish your new residency in Florida. Our clear understanding of Florida creditor protection laws enables us to provide dependable advice on certain accounts you can open to maintain your desired lifestyle.

If you are looking for a 2nd opinion on your current financial plan, or looking to create a new one, we are here to help. Our offices in Fort Myers and Naples provide the perfect setting to meet in person and discuss your personalized financial strategy. For clients currently living out of state or just out of the vicinity of Fort Myers, we will happily set up a Zoom video conference.

Long-term relationships to meet your goals.

With 40% of financial advisors planning to retire within the next 10 years, we are not one of them. Everwell Financial is dedicated to your long-term success and will be by your side to provide a holistic approach to retirement financial planning. We want to help make sure your hard-earned assets are protected and distributed the way you want. We anticipate circumstances like:

  • Life events that require instant changes to your retirement plan
  • Ensuring your portfolio can withstand worldwide impacts such as COVID, recessions, rising inflation, rising interest rates, and market changes
  • Current reviews of all insurance policies and legal documents
  • Beneficiary reviews to ensure all accounts will pass to loved ones the way you want
  • Major life decisions like buying or selling a house, affording large purchases like an RV, or contributing to a college savings plan for grandchildren.

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.

Phone: (239) 288-7054
Text: (239) 356-8998
Email: danielle@everwellfinancial.com

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, IN, MA, MD, MI, MN, NC, NE, NY, OH, OK, PA, SC, TX, UT, and WV.

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