Who We Are

Mokosak Advisory Group was founded with the goal of assisting our clients in every aspect of their financial lives. We seek to understand where our clients have been and where they would like to be.

Who We Serve

Mokosak Advisory Group is dedicated to serving widows/widowers, medical professionals, pre-retirees, and retirees. We choose to only work with clients when we can add significant value.

What We Do

Our unique process, Roadmap for an Abundant Lifeā„¢, helps our clients discover what is truly most important to them.