Mokosak Advisory Group, LLC

Mokosak Advisory Group is a small, SEC‑registered advisory firm that provides comprehensive financial planning and discretionary portfolio management to individuals and families, including medical professionals, business owners, widows/widowers, high‑net‑worth clients, and charitable organizations. Services include a structured multi‑step planning process that yields a written Investment Policy Statement and ongoing review, and recommendations may cover ETFs, mutual funds, fixed income, annuities, life insurance, private placement insurance and other investment vehicles.

The firm deploys a proprietary Roadmap for an Abundant Life™ process that begins with a discovery meeting, proceeds through plan and portfolio analysis, includes a mutual‑commitment step and account setup, and continues with periodic education and ongoing reviews. Investment implementation emphasizes broadly diversified asset‑class allocations, low‑cost and tax‑efficient funds, largely passive strategies, and periodic rebalancing guided by documented client goals, time horizon and risk tolerance.

Notably, several of the firm’s advisers are licensed insurance agents and may offer commissionable insurance products (including annuities and life insurance); the brochure discloses this potential conflict and states clients are not required to purchase insurance through the firm and that the firm will act in the client’s best interest. The firm also operates with a relatively compact advisory team managing roughly $410 million in client assets, and it highlights charitable‑planning expertise (CAP designation) and coordination with outside accountants and attorneys for advanced planning needs.