Sunshine State Strategy

The Real Reason Wealthy People are Moving to Florida

That “rite of passage” for you has finally arrived -- you have built the financial means and are mentally ready to take that next step: purposefully following through on your goal of retiring to Florida. Or, given the increasingly remote and flexible nature of our American economy, your career allows you to no longer be fixed to your office up north, which had always been so permanent – and alternatively entertain a more attractive tax climate. Or, you’ve owned that vacation home here in Florida, tested the waters, and decided to now live the lifestyle of a full-time Floridian, enjoying all the exceptional culture, entertainment, and nature that the Sunshine State affords. Whatever your intentions, you’ll inevitably come to a crossroads – to learn and engage in the process and then, whether it makes sense for you at the end of the day, to become a Florida resident. This junction is where one engages in their own Sunshine State Strategy -- to most effectively and formally become a Florida resident. For those that do move forward -- in some cases, the process is easy and can be done rather quickly. For others, it is naturally more complicated. Like so many things in life, it is not a “one size fits all” approach to the action of Florida domicile. Considerations abound -- whether you are working or retired, your native state, family commitments, travel and taking into account multiple homes, your wealth and tax needs, and your sources of earnings – among many others.

Of course, each one’s personal circumstances are unique – and, like with any change in life, there may be downsides or considerations that should be taken into account as one considers formally becoming a Floridian.

We’re here to help you navigate this path of Florida Domicile and tailor a Sunshine State Strategy to you – in a complimentary fashion. Knowledge is power, so please lean on us as a resource. We aim to be among the most experienced on the subject – and would love to walk you through the process (about an hour-long, private, interactive presentation), to provide you with trusted professionals as needed, and to answer any and all multitude of questions that you may have on the subject – with answers uniquely suited to your needs.

If you wish to contact us to schedule a private consultation, please complete the below form, call our main line at 239-778-1780, or email us at oleykinserwealth@raymondjames.com and we'll follow up on a mutually convenient time.

Thank you, and we look forward to speaking with you soon.

Most respectfully,

Brett Oley & Ryan Kinser
Oley Kinser Concierge Wealth

Sunshine State Stategy Introduction

Sunshine State Strategy:
Your Essential Guide to Becoming a Florida Resident

The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Any opinions are those of Oley Kinser Concierge Wealth and not necessarily those of Raymond James. While we are familiar with the tax provisions of the issues presented herein, as Financial Advisors of RJFS, we do not render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.