Specialties
About Me
My mission is to help my clients identify and achieve their financial goals.
I seek to gain the trust and admiration of my clients by providing big-picture, long-term financial solutions. I will help my clients become financially secure by identifying their needs and goals and developing sound financial plans to meet them by matching needs and goals to industry leading insurance and investment products. My personal and professional values: Straightforward Honesty Intelligent Empathy Uncommon Courtesy Indomitable Spirit Reputable Competence My Specialties I work predominantly with public service employees (teachers, firefighters, police officers, corrections workers, UW employees, City/County/State employees) as I have a robust understanding of how to leverage the pension for retirement, while being tax efficient. I also work with small business owners to help with their personal planning, business cash flow, attracting and retaining quality employees, and tax strategies. Additionally, I address owners' exit strategies from their businesses, and whether those strategies are funded. Further, I work with families that have a loved one with special needs. Whether it's setting up a care plan and resources for your loved one, or managing retirement planning for yourself while caring for a dependent, I understand the nuances and additional challenges of addressing those needs.
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Interests & Hobbies
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Credentials
CLU
Chartered Designations
What do these credentials mean?
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Disclosures
Securities and Mutual Fund orders can only be placed by phone or in person. We will not process orders sent electronically, including but not limited to, communications sent via the Internet, mobile and cellular technologies, and electronic mail. Also, communications transmitted by you electronically represents your consent to two-way communication by electronic means. If you receive communications in error, please contact the sender and delete the material from any electronic means on which it exists. © 2024 The Northwestern Mutual Life Insurance Company. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) (life and disability Insurance, annuities, and life insurance with long-term care benefits) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC) (long-term care insurance), Northwestern Mutual Investment Services, LLC (NMIS) (investment brokerage services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (investment advisory and trust services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. Joshua Kenneth Koon is an Insurance Agent of NM. Joshua Kenneth Koon is an Agent of NLTC. Investment brokerage services provided by Joshua Kenneth Koon as a Registered Representative of NMIS. Investment advisory services provided by Joshua Kenneth Koon as an Advisor of NMWMC. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and representatives. Financial advisors and representatives and their staff might not represent all entities shown or provide all the products or services discussed on this website. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with "Advisor" in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services. Depending on the products and/or services being recommended or considered, refer to the appropriate disclosure brochure for important information on the Northwestern Mutual Wealth Management Company, its services, fees and conflicts of interest before investing. To obtain a copy of one or more of these brochures, contact your representative. Joshua Kenneth Koon is primarily licensed in WI and may be licensed in other states. Joshua Kenneth Koon CA License: 4264573