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

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

How Much More Room Does This Economy Have to Run?

The Dow is reaching record heights, but is there growth left? Should investors be ready for a downturn? Our experts weigh in on how likely it is that investors will see growth and what causes markets to change course.

Help Pay for Life’s Big and Small Moments

Convert some or all of your term policy to whole life today; it’s quick and easy. Premiums never go up, and your cash value is guaranteed to grow. Learn more now.

 

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