Koon Financial Planning & Consulting

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4325 E 3rd St # 102
Bloomington, IN 47401
+1 (812) 337-1724
https://www.koonfinancial.com

Koon Financial Planning & Consulting is a fee-only advisory firm based in Bloomington, Indiana, dedicated to helping clients focus on the reasons behind their investment decisions. They offer personalized financial planning and investment management services tailored to meet the unique goals of individuals and organizations, including non-profits and faith-based entities.

The firm emphasizes the importance of financial planning throughout all stages of life, from asset accumulation to wealth distribution. By fostering meaningful conversations, Koon Financial Planning & Consulting aims to help clients articulate and achieve their financial aspirations through various investment strategies, including socially responsible investing.

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