Cleveland Office
28601 Chagrin Boulevard
Suite 300
Cleveland, OH 44122
Naples Office
999 Vanderbilt Beach Road
Suite 200
Naples, FL 34108
As a business owner, your financial situation is incredibly unique, with greater complexities. But your time is limited, and so often, there is a lack of coordination, and many opportunities to take your planning to the next level…to get from where you are, to where you want to be.
Your financial planning must take into consideration the need for working capital and your balance sheet, multiple levels of tax, your most important employees, banking and borrowing considerations, franchise restrictions, and personal guarantees.
Our team provides you with expertise in the following areas:
We work closely with your advisors, such as CPAs and attorneys, to coordinate and assure your plans are aligned to reach your long-term goals.
The result— a customized and complete strategy to protect and maximize your wealth. So you can focus on your business, 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.
