Get Your Florida Residency Right — and Keep the Benefits You Moved For
But if your legal and financial life isn’t aligned with Florida, your move could come undone when it matters most.
You've moved to Florida.
But Your old state may not agree.
Establishing residency in Florida isn’t just about filing paperwork or spending time in the right ZIP code. It’s about building a case that holds up when tested.
When that time comes — whether through an audit, a legal challenge, or estate proceedings — the burden will be on you.
Not your CPA. Not your attorney. You.
It won’t be about where you live. It’ll be about where you’ve centered your life--according to your documents, decisions, and advisors.
The Florida Fit Call is your opportunity to make sure the signals you’re sending support the real story of your Florida residency.
Is this call right for you?
This call isn’t for everyone. It’s built for Florida-bound, high-net-worth individuals and families who want to help ensure their move – and their wealth – hold up when it matters most.
You’re a fit for this call if:
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You’ve already moved to Florida, or plan to within the next 12 months
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Your total net worth is over $1 million (including real estate, business holdings, and investments)
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You want perspective from a Florida-based advisor and team that has helped many families navigate this transition
Is this call right for you?
If you’ve made the move — or plan to — and want to be sure it holds, this call is for you.
We’ll look at:
How your legal, tax, and advisory setup aligns with Florida law
The signals your plan is sending — and where they may fall short
What to address now, before gaps turn into costly problems
Here’s how it works
This conversation is tailored to you
We’ll walk through your current structure and highlight the areas that deserve a closer look before your Florida residency is ever tested.
On the call, we’ll look at:
How your legal, tax, and advisor structure aligns with Florida law.
Whether your current setup reinforces your residency or raises questions.
What you can fix now, before small oversights turn into expensive mistakes.
Wells Fargo Advisors Financial Network does not provide legal or tax advice.
Built for What’s at Stake
Trusted by high-net-worth families navigating complex tax, legal, and estate transitions.
reserve Your
Florida Fit Call
This FREE 1:1 call is designed for individuals serious about protecting their Florida move — and the benefits that come with it. Limited availability each month.
Wells Fargo Advisors Financial Network does not provide legal or tax advice.