Broker Check

Janette Koon

CFP®

Financial Advisor

317-887-1764

399 North Madison Avenue
Suite 101
Greenwood, IN 46142-2300

Make a plan to fund your future

What kind of retirement do you dream of? Whether you hope for world travel, quiet days in the garden, or time to finally write that novel, I can help you make a plan to pursue your goals.

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Services for your business

Your business has unique needs, and I have the resources to support you, your business and your employees.

Learn how your business can benefit by offering services such as financial wellness and planning, employee benefits and retirement plans.

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Helpful content

I offer a full library of resources to help boost your retirement planning and financial knowledge.

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.
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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
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Questions? Let's connect

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