Free Guide for Illinois–Florida Snowbirds
The Snowbird Financial Roadmap
A free 8-page guide covering everything Illinois-to-Florida snowbirds
with $1M+ in assets need to know before making the move official.
"I'm Brad Rosley, CFP® — an independent, fiduciary advisor in Glen Ellyn, IL. I'm a snowbird myself. I understand the tax questions, the two-state complexity, and what it really costs. That's not a marketing line. That's my life."
This 8-page guide walks you through:
- The domicile decision — what Illinois actually looks at
- Illinois tax exposure after you establish FL residency
- Medicare & healthcare coverage across two states
- Two-home cash flow — modeling it through your 80s
- Social Security, RMDs & Roth conversions in transition years
- Estate planning: FL probate vs. IL trust considerations
- Account titling & beneficiary updates for both states
- The 8-point Snowbird Financial Transition Checklist
Free bonus: "Beyond Money" — Amazon #1 Bestseller
Schedule your complimentary 30-minute intro call and Brad will send you
his book — the planning guide thousands of executives and business owners
use to retire on their own terms.
No obligation · Independent & Fiduciary
· 30 Years of Experience