Joseph S. Kosek, CFP®

Objective:

To advise wealthy individuals and business owners regarding effective wealth accumulation and management, income distribution, wealth transfer and life insurance analysis.

Description of Abilities:

  • Assist clients in developing meaningful objectives to aid in effective wealth accumulation, wealth accumulation transfer, and life insurance.
  • Have excellent listening skills.
  • Communicate complex concepts simply.
  • Develop creative, practical solutions to complex financial problems.
  • Possess forthrightness and integrity beyond reproach.
  • Utilize and refine sophisticated proprietary financial modeling software.

Employment:

1982 - Present - Financial Planner with Sagemark Consulting, a division of Lincoln Financial Advisors Corp.

Associations

Member:

  • Member of The Ohio Contractor's Association
  • The Million Dollar Round Table
  • International Association of Certified Financial Planners
  • Cleveland Association of Insurance Financial Advisors

Education

  • B.S.B.A., Youngstown State University, Magna Cum Laude, 1980, Accounting
  • M.B.A., Cleveland State University, 1984
  • CERTIFIED FINANCIAL PLANNER™ certification, 1986
  • Ongoing attendance at local, national & international seminars

Email: Joseph.Kosek@LFG.com

Serving clients in Ohio and Florida.