Client Testimonial

“I was kinda clueless, confused, and scared about my finances for years and always felt like I couldn’t figure it out, or that I’d figure it out later. The impact Josh Koon has had on my life the last year and a half is something I want others to feel/have as well! With Josh’s help, I created a plan with my partner for getting our debt down/managed and a plan to pay it off. We have a monthly budget that fits our life while still being able to do some saving (when we are able to based on what we make/what surprises come up). I’m now playing with how much I can put toward a retirement account to get the best “bang for my buck”. Josh took what I already knew and the work I had done trying to organize my finances and he filled in the gaps with me. If you’re worried, scared, confused about how you can possibly retire or how to save for retirement/your future, I HIGHLY recommend connecting with Josh. He will work with you where you are at and help you see what is feasible based on your situation, and have you leave with a plan of how to move forward.”

Rose, Client
The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

Get a financial plan that prioritizes your priorities.

I'll guide you through each step so you'll feel confident that you can do the things you've always wanted to—without having to worry if you can. See how we'll get it done below:

Close up of mother and father kissing baby's cheeks

  • Look at where you are today

    Your plan will help you make the most of what you already have, no matter where you're starting from, and give you a snapshot of your financial big picture.

  • Identify where you want to go

    Whether it's shorter-term goals like managing your debt, or longer-term ones like saving for a new home, or retirement, your financial plan will show you how you're tracking, help you understand what's working, and point out any gaps you might have.

  • Put together range of options to get you there

    Looking across all your goals, you'll get personalized recommendations and strategies to grow your wealth while making sure everything's protected. And I'll help you determine the right moves to make today and later on. Your financial plan is based on your priorities. As those priorities change throughout your life, we'll shift the financial strategies in your plan, too-so your plan stays flexible, and you stay on track to consistently meet goal after goal.

Boost your financial knowledge.

The Northwestern Mutual difference

No. 1

Best life insurance company for consumer experience, 2023. (NerdWallet)1

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.2

$8.2B

In dividends expected to be paid in 2025.3

A++

AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.4