Everwell Financial

Everwell Financial We create holistic financial strategies so you can live life with comfort and stability.

09/07/2026

Happy Labor Day from our Everwell Financial Team! 💙 Our team meetings are more than just a meeting, they’re a chance to come together, review, realign, discuss, and support one another so we can continue to better support those we serve. 💙

This Labor Day our team wishes you the same growing, learning, and moving forward, together, that our team shares to help others! Enjoy the holiday!

🇺🇸 Happy Labor Day Weekend from the Everwell Financial Team! 🇺🇸We’re celebrating the hard work and dedication of the peo...
09/04/2026

🇺🇸 Happy Labor Day Weekend from the Everwell Financial Team! 🇺🇸

We’re celebrating the hard work and dedication of the people that keep our communities and our country moving forward. Wishing you a happy, healthy, and relaxing holiday! 🇺🇸

Our office will be closed Monday, September 7, and will reopen Tuesday, September 8. For immediate assistance, contact Cambridge Investment Research at 800-777-6080. Thanks for allowing us to be part of your financial journey and have a wonderful weekend! đź’™

What does a relationship with Everwell Financial look like?18 years.3 different businesses.And now… moving into the FOUR...
09/03/2026

What does a relationship with Everwell Financial look like?

18 years.
3 different businesses.
And now… moving into the FOURTH. 🚀

We’re grateful to continue supporting our clients as they pursue their next chapter, future goals, and biggest dreams.

Because what we do is so much more than financial advising, it’s supporting, brainstorming, problem-solving, and helping turn goals into reality. 💙





09/01/2026

Tuesday Tip đź’ˇ

Changes today, can impact you tomorrow. Hear my Tuesday tips of the day. đź’™





09/01/2026

Tuesday Tips đź’ˇ

Changes today, can impact you tomorrow. Hearđź‘‚my Tuesday tips of the day. đź’™

08/31/2026


Mondays can be hard to find that motivation! đź’™

A special thank you to our teachers who are back in school and giving so much to our students this Monday and everyday. This message came from one of our teacher educator financial planning breakfasts, but it truly applies to everyone.

Thank you for all you do! Here’s to starting your Monday feeling energized, encouraged, and well! ✨ Feel free to share this post to those special teachers in your life that you appreciate! 💙





08/31/2026

Mondays can be hard to find that motivation! đź’™

A special thank you to our teachers who are back in school and giving so much to our students this Monday and everyday. This message came from one of our teacher educator financial planning breakfasts, but it truly applies to everyone.

Thank you for all you do! Here’s to starting your Monday feeling energized, encouraged, and well! ✨ Feel free to share this post to those special teachers in your life that you appreciate! 💙

EverwellFinancial

Practicing What I Preach…A recent conversation helped in sharing that I don’t just talk about leveraging assets into rea...
08/27/2026

Practicing What I Preach…

A recent conversation helped in sharing that I don’t just talk about leveraging assets into real estate, I’ve done it myself. That experience gives me firsthand insight into how strategic financial planning can help you make the most of your assets and pursue your goals.

If you’re wondering whether leveraging your assets into real estate could make sense for you, let’s talk. I’d love to share what I’ve learned along the way at The Colony Inn Sanibel. 🏡💰 Link 🔗 below or call my office to schedule a discussion 239-288-7054.

https://calendly.com/everwellfinancial/consultation-appointment-zoom?month=2025-12





Address

1591 Hayley Lane
Fort Myers, FL
33966

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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