New State, New Life: Making the Move with Financial Success

1,000 people move to Florida every day. Other sunbelt states are also seeing a surge in new residents. And it’s not just retirees riding off into their sunset years. People of all ages are escaping cold weather and high taxes. Whether you’re working remotely, changing jobs, starting a business, or doing this for any other reason, there are many challenges in making a move like this. In New State, New Life: Making the Move with Financial Success, Sean McDermott and a select group of professionals share valuable insights on a wide range of issues that can impact virtually every aspect of your life, and help you make the right move.

Sean McDermott, CFP® is the owner, founder and president of Summit Investment Advisors, with offices in Minnesota, Wisconsin and Florida. Sean’s career in financial services spans more than 30 years, with extensive experience in retirement planning, investment, tax and estate planning strategies. He also has first-hand knowledge of successful interstate move strategies, since opening Summit’s office in Boca Raton, where he now lives with his wife Gina and their three children.