After five years of maintaining a seasonal office in Southwest Florida, we are excited to announce a full time Coyle Financial Counsel office in Naples. Our partner, Rob O’Dell, and his family have made the decision to relocate to Florida this summer. This change will not affect our day-to-day operations, as our existing systems have been set up to run virtually. We look forward to providing our clients with a continued high level of service in Southwest Florida and locally throughout the Chicagoland area.
Rob has contributed to the third edition of The Florida Domicile Handbook: Vital Information for New Florida Residents. If you are considering Florida residency, schedule a complimentary TransformingWealth Preview Meeting. As a thank you, we will provide you with a free copy of The Florida Domicile Handbook.
Posted on Wed, May 20, 2015
by Wheaton Wealth Partners