Approaching Retirement?
You May Be More Ready Than You Think.
A free guide to help you plan the retirement you actually want — financially and personally, explained clearly.
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Or hear directly from Jonathan — on making retirement about more than just the numbers
- How to turn your savings into reliable income that supports the lifestyle you want
- When to claim Social Security — and strategies that can meaningfully affect your lifetime benefit
- How to think about healthcare costs before and after Medicare, so nothing catches you off guard
Jonathan Kesselman, JD, CFP®, CDFA®
Jonathan is a former attorney and Certified Divorce Financial Analyst® based in Westlake, Ohio — one of a relatively small number of CDFAs® in Northeast Ohio. He works specifically with women navigating divorce, the loss of a spouse, and retirement, bringing both legal fluency and financial experience to some of the most significant decisions his clients will make.
Before any strategy or recommendation, Jonathan starts by listening — understanding what matters most to you, what you're working toward, and what feeling "okay" actually looks like for your life going forward.
Prefer to Talk It Through Directly?
Call the office at (440) 709-3315, or schedule a free 15-minute conversation on my calendar. You're welcome to reach me by email as well.
Schedule a 15-Minute Intro Calljonathan.kesselman@lpl.com