Our Mission

We inspire people to maximize their potential and serve as a catalyst for financial security.

Our professional services are especially valuable to individuals planning for retirement, corporate executives, physicians, high net worth families, and business owners. We align your actions with your objectives to address the complexities of wealth accumulation, tax minimization, asset protection, and legacy planning.

We initiate our relationship with an in-depth understanding of your current financial position to develop a plan that outlines the needed resources to accomplish what is most important to you over your lifetime. We challenge our clients to discover a vision for their future that they may have not realized and utilize our almost 28 years of experience to define what success means to you.  Our disciplined approach organizes the optimum combination of offensive and defensive strategies designed to reduce fear of the unknown and improve the probability of reaching your goals.

On an ongoing basis, our team monitors your progress and adjusts your planning based on your changing priorities. When you understand where you are going and how to get there, you have greater confidence that you can live the life you want, on your terms.


Planning for Financial Security

Increase Your Probability of Success in Retirement

Christopher O. Koon

Christopher O. Koon

Financial Advisor

6 Times It Makes Sense to Revisit Your Financial Plan

When your life changes, so should your plan. Here are 6 times it makes sense to schedule a meeting with your advisor. Read more here.

What Is Cash Value Life Insurance?

Cash value life insurance has unique attributes that can make it one of the most flexible parts of your financial plan. Read more here.

4 Steps That Help Assess Your Financial Security for Retirement

Let’s have a conversation to make sure you’re financially prepared for retirement. Read more here.

 

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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.