Janette Koon

CFP®

Financial Advisor

317-887-1764

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

jfkoon@wradvisors.com

Make a plan to fund your future

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.

Services for your business

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.

Helpful content

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

A Fruitful Retirement: Social Security Benefit

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.
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Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Yours, Mine, and Ours: Estate Strategies for Second Marriage

Yours, Mine, and Ours: Estate Strategies for Second Marriage

Second marriages are a trigger event to revisit any existing estate strategies.
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Questions? Let's connect

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