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Moving to Florida?
A Values-Aligned Team to Guide you through the Financial Implications of Relocating to Florida
Have you recently moved to Florida or are you considering making the Sunshine State your new home? If so, you may be eligible for significant property tax savings through the Florida Homestead Tax Exemption. But are you fully aware of all the financial opportunities available to you under this program? Many new Florida residents (including those who still own a home in a colder climate but live in Florida more than half the year) could be saving far more than they realize.
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Florida doesn’t collect personal income tax, allowing residents to benefit from tax-free pensions and retirement pay, along with no state taxes on Social Security or investment income. Florida also doesn’t have an inheritance or estate tax. Let our experienced, biblically responsible team guide you through every detail of life in the Sunshine State to make sure you’re not leaving any money on the table!
Who is Faithward Advisors?
Faithward Advisors’ team of experienced wealth managers and legacy professionals bring a well-balanced, stewardship-centered approach to financial planning. By providing financial guidance with integrity and experience, we believe we can impact the lives and financial well-being of you and those you cherish. Faithward Advisors serves a growing number of families, businesses, and nonprofit organizations in building a lasting legacy. Our team has offices in Fort Myers, Tampa, and Naples, Florida.
Faithward Advisors partners with the experienced legal team at Aevitas Law to offer our clients a multi-faceted team!
Saving on Taxes
The Florida Homestead Exemption can provide substantial reductions in your annual property taxes. However, understanding how to apply for this exemption and ensuring you receive the maximum benefit isn’t always straightforward. Have you considered how much you might save by taking full advantage of this tax break? With our multi-disciplinary team that includes financial advisors, estate planners, and legal professionals, you’ll gain a clearer picture of how much you could keep in your pocket each year.
Learn MoreAlign with Your Values
Florida’s tax laws, including the Homestead Exemption, are some of the most favorable in the country. But are you using them to their full advantage? And does the team from which you’re seeking advice truly understanding your heart’s values and sharing your biblical values? Whether you’re retiring, relocating, or purchasing a second home, our team of Christian financial professionals can ensure your financial plan aligns with these opportunities and with your faith, helping you glorify the Lord, minimize your tax liability, and maximize your savings.
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A Wise Estate Plan
Did you know the Florida Homestead Exemption can also protect your home from creditors and impact the way your estate is handled after death? Proper estate planning ensures that your assets are managed in accordance with your wishes and that your heirs benefit fully from these protections. Our wealth management team specializes in helping Christians integrate their faith and values with tax-wise estate planning strategies.
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It’s not just about the Homestead Exemption. Florida offers a variety of other tax benefits, including no state income tax and favorable treatment for retirement income. But to fully leverage these benefits, you need a comprehensive plan that looks at the bigger financial picture. Our team combines local expertise with a faith-based approach to wealth management, making sure your finances align with your goals and values!
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