Koon Financial Planning & Consulting

Established in 2002 by Walter L. Koon Jr., Koon Financial Planning & Consulting, LLC is a fee-only investment advisory firm based in Greenwood and Bloomington, Indiana. We provide personalized financial planning and investment management services to individuals, non-profit organizations, and high net worth families across the United States.

Our Mission

Investing with purpose means focusing on the reasons behind your decision to save and invest. We believe in partnering with clients to identify their unique goals and creating a plan that aligns with their values, aspirations, and financial circumstances.

**Services Offered

1. Financial Planning

Our comprehensive financial planning services address every stage of your life, from asset accumulation to wealth distribution. We work with you to:

• Develop a personalized financial plan that aligns with your goals and values
• Create and implement budgeting and expense management strategies
• Optimize your retirement plans
• Develop a comprehensive estate plan
• Address your insurance needs
• Provide guidance on charitable gifting

2. Investment Management

We offer personalized portfolio management services tailored to your individual needs and goals. We invest in a diversified range of assets to maximize returns while mitigating risks.

3. Non-Profit and Endowment Management

We have extensive experience in managing endowments and other non-profit assets. We work collaboratively with your board and stakeholders to:

• Develop and implement investment policies and procedures
• Manage and grow your endowment fund
• Provide reporting and transparency

4. Socially Responsible Investing

We believe in making responsible investing decisions that align with your values. We offer sustainable and impact investing options that consider environmental, social, and governance (ESG) factors.

5. Faith-Based Investing

We can assist you in incorporating your faith-based values into your investment strategies.

Our Commitment

As fiduciaries, we hold ourselves to the highest standards of transparency and trust. We are committed to open communication, regular reporting, and accountability in all our interactions.

Our Team

Our experienced team of financial professionals brings a diverse range of expertise and passion to our clients. We are dedicated to providing personalized attention and tailored solutions to meet your individual needs.