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Walter L. Koon, CFA, CFP®

Koon Financial Planning & Consulting, LLC

399 N Madison Ave
Ste 102
Greenwood, IN 46142
Phone: (317) 887-1714
Fax: (317) 887-1724

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Household Income Minimum: $50,000
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Disaster Recovery
  • Investment Management
  • Estate Planning
  • Government & Military
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Starting a Family
  • Sudden Wealth
  • Nontraditional Households

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.