Cleveland Office
28601 Chagrin Boulevard
Suite 300
Cleveland, OH 44122
Naples Office
999 Vanderbilt Beach Road
Suite 200
Naples, FL 34108
Not all situations are as complex as that of a corporate executive or business owner, but your situation is still unique nonetheless, and requires coordination and care. And so often, there is a lack of coordination, and the ability to take planning to the next level…to get from where you are, to where you want to be. A customized plan should be developed. This includes not only accumulation towards financial independence, but distribution and where your income should come from in retirement, to attain your long-term goals.
Our team provides you with expertise in the following areas:
The result— a customized and complete strategy to protect and maximize your wealth. So you can focus on your personal life, the people you care about, and ultimately reach your goals.
Securities: Florida, Iowa, Michigan, Ohio, Rhode Island, Virginia
*Affiliation with Sagemark Consulting and The Construction Planning Group make up The Kosek Organization
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
