Relocation Advisory

CALIFORNIA TO FLORIDA PROTOCOL

Stop Buying Real Estate. Start Buying Freedom.

Modern single-story house with stone, wood, and white exterior at sunset with landscaped front yard and paved driveway.

"Between the 14.4% State Tax, the Exit Tax proposals, and the eroding quality of life, your capital is under siege. We structure a lifestyle exit that reclaims your buying power."

The Financial Case
Market Index Verified: February 2026

Your Wealth: CA vs. FL

Metric

Newport Beach / Palo Alto

Lakewood Ranch

The Griffin Impact

What $3M Buys

~2,200 sq ft (1970s Remodel)

~5,000 sq ft (New Custom Estate)

+120% More Space

State Income Tax

Up to 14.4%

0%

Instant Raise

Capital Gains (State)

Taxed as Income (~13.3%)

0%

Full Retention

Property Tax Basis

Prop 13 (Locked)

Save Our Homes (Capped 3%)

Parallel Protection

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The Wealth Release Calculator

Annual Household Income ($)
The California Factor: Using a conservative 13.3% effective state tax savings, this tool calculates the additional mortgage principal you can service solely with the funds you currently send to Sacramento.
Tax-Funded Buying Power
$1,977,635
Instead of funding the state deficit, you can direct this capital into your own equity. This is the additional asset value your tax savings alone can service at today's rates.

GRIFFIN TAKE

"Don't wait for retirement. The 'Save Our Homes' cap locks in your property tax assessment base. Every year you wait to buy in Florida is a year of tax protection you forfeit forever."

Digital Briefing // Dr. Nicole Pies

Build Your Exit Strategy

Request a confidential relocation roadmap and domicile timeline.

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Explore Properties

SarasotaLakewood Ranch

Frequently Asked Questions

Does California have an "Exit Tax"?

While proposed often (ACA 11), a wealth tax on exiting residents has not yet passed. However, the "Clawback" risk is real. If you move but keep your business or significant ties in CA, they will continue to tax that income source.

What about Property Taxes (Prop 13)?

Prop 13 is excellent, but Florida has the "Save Our Homes" cap which functions similarly (3% annual cap). The difference is the starting basis. Selling a $3M shack in CA allows you to buy a palace in FL, resetting your basis but vastly upgrading your lifestyle.

Is the 183-Day Rule enough for CA?

No. California does not strictly follow the 183-day rule. They look at the "Center of Vital Interests." Where is your doctor? Your country club? Your family? You must shift the center of gravity of your life to Florida.