Approaching Retirement
Complimentary Guide for Women Approaching Retirement
You May Be More Ready Than You Think
Inside you’ll find clear guidance on:
✅ How to turn your savings into an income plan that aims to support your lifestyle
✅ When to claim Social Security
✅ Why most women are more financially ready to retire than they think
Jonathan Kesselman, JD, CFP®, CDFA®
Jonathan is a Certified Financial Planner® based in Westlake, Ohio, who works primarily with women preparing for and entering retirement. He brings both legal fluency and financial experience to some of the most significant decisions his clients will make — from Social Security timing to portfolio structure to healthcare planning.
Before any strategy or recommendation, Jonathan starts by listening — understanding what matters most to you, what you're working toward, and what your next season will actually look like.
Prefer to Talk It Through Directly?
Office: 440-709-3315
Email: Jonathan.Kesselman@lpl.com