Our Mission: "Delivering a complete Wealth Management Experience; Utilizing common sense and a savvy but practical approach to planning and investing."

 

I appreciate that careful planning today is essential to reach your goals for tomorrow. Accumulating and managing the wealth necessary to realize your financial goals requires a sound, long-term strategy.  My role is to help my clients achieve a more secure financial future using a unique financial security planning process.  My primary task is to learn about who you are and what’s important to you. That way, I can gain a complete understanding of not only your financial situation and goals, but your values and aspirations.  Using a wide range of investment and protection strategies, my team and I will work to develop a plan that is comprehensive, personalized, and able to adapt to changes in your world and the world around you. Once your financial plan is in place, we will continue to review your needs and goals, update your plan, analyze performance of your financial strategies and make timely adjustments.  We are committed to providing a consolidated and thoughtfully developed long-term investment strategy to help ensure your financial security.  Please contact me to learn more about how we can help you realize your vision for the future.

Jack Koons

Wealth Management Advisor

Protect your largest asset

Disability income insurance can protect your largest asset - your income. Northwestern Mutual can help. Learn more about how a disability insurance policy can help protect your income and your family.

Two Ways the Northwestern Mutual Foundation Supports Children and Families in Need

Can childhood cancer be beaten? We believe. That’s one of our charitable initiatives to help children and families in need. Learn more

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck