Publications

Against the backdrop of today's many political and economic dysfunctions, Coyle Financial Counsel works closely with clients to help them create a roadmap for securing personal and family prosperity over time. Changing the Conversation – taking note of today's anxieties in the workplace, in communities and in homes – argues that a new kind of conversation is urgently needed between trusted advisors and client families.

Authored by Gary Klaben, Coyle's CEO and a Managing Director, Changing the Conversation explains that people today require a new and profound support system involving mutual trust, long-term relationships, detailed knowledge and practical consolidation to reduce complexity and live simpler, happier lives. Changing the Conversation links life goal-setting and emotional maturity to multigenerational financial security and greater happiness.

To help both client families and business owners "change the conversation" and achieve the successful refuge that only comprehensive wealth management can provide, Coyle Financial Counsel has created a series of quick-read publications on various topics. The Wealth Sanctuary addresses concerns of successful people, namely wealth preservation, wealth enhancement, wealth transfer, wealth protection and charitable giving. The Business Battlefield addresses successful business leaders directly, identifying key principles to implement, grow, protect and simplify their business with an eye toward clarity of mind and focus of business purpose.

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