David P. Kocsis
Managing Principal, Retirement Plan Consultant at Peak Wealth Solutions
- Role
- Managing Principal Retirement Plan Consultant at Peak Wealth Solutions
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About David P. Kocsis
Our firm is dedicated to helping you plan for and achieve your unique vision for the…
Experience
Managing Principal Retirement Plan Consultant
Nov 2013 — Present · Pepper Pike, OH, US
For corporate and non-profit Retirement Plan Sponsors we provide retirement plan consulting services focused on reducing fiduciary liability and improving participant outcomes. Our primary objective is to prepare participants for retirement and ensure they are on track to replace 80% of their income throughout retirement. A truly successful retirement plan is one that enables your employees to achieve their retirement goals.Peak Wealth Solutions, Inc. is an SEC Registered Investment Advisory firm. Securities, when offered, are through American Portfolios Financial Services, Inc.(APFS) member FINRA/SIPC. Peak Wealth Solutions, Inc. is a separate entity from APFS.Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc.(APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.
Skills
- Mutual Funds
- Retirement Planning
- Strategic Planning
- Health Insurance
- Fixed Annuities
- Retirement Plan Consulting
- Long-Term Care
- Financial Advisory
- Sales Management
- Retirement
- Finance
- Sales
- 401(K) Retirement Savings Plans
- 401k
- Disability Insurance
- Employee Benefits
- Small Business
- Insurance
- Investment Strategies
- 403 B
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