Our Services

Retirement Planning

Don’t let recent stock market returns make you nervous about your plan. Once you retire, you shouldn’t have to worry about where the money will come from. We create retirement financial plans that expect the unexpected.

Wealth Management

We’re always thinking about the ‘how’ we can make retirement planning happen for you. We’ll work with you to gain a clear understanding of your goals and needs and provide a personalized plan that suits your financial situation.

Financial Planning

Everyone is juggling a lot these days. Whether you are planning for your child’s education, buying a home, selling a business, trying to retire, or reeling from the loss of a loved one, it is our responsibility to work with the cards on the table.

Moving To Florida

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.

Financial Coaching

You can count on us to be there to coach you through every big financial decision in your life, such as buying a house or switching jobs. Everyone benefits from a confidant by their side, and we’re here to do just that.

Estate Planning

With our new attorney-connected platform powered by Estate Guru, you’ll have access to real attorneys who ensure your documents are legally sound. Whether you need a Last Will & Testament, Financial Power of Attorney, Trusts or more, we’re here to guide you through every step.

Healthcare Financial Planning

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. We help healthcare providers create strategies to prepare for tomorrow.

Certified Divorce Planning

At Everwell Financial, we understand that divorce is emotionally and financially draining. With a Certified Divorce Financial Analyst® (CDFA®) and a team who has been through it themselves, we’re here to provide the guidance and support you need to move forward with confidence.

Check the background of investment professionals on FINRA’s BrokerCheck.