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Who We Are

Mokosak Advisory Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry.

Our Philosophy

After many years of working with a large, national financial planning affiliate, we began to wonder if there was something more we could offer our clients, more along the lines of a “buffet” of options.

What We Can Do For You

Although our approach to financial coaching has been enhanced over the years, our goal today remains the same as it did when we opened our doors over 15 years ago: to help clients achieve financial success.