Financial Planning is not a do-it-yourself project. In today's complex world it takes
research, careful consideration and the help of an experienced professional to help you achieve
the retirement you deserve and have worked so hard to attain. As a CERTIFIED FINANCIAL PLANNER
professional, I can be objective about your financial situation and this is vital in order to
help you gain perspective and confidence in your financial future. A completely confidential
Financial Second Opinion is the logical first step on your road to retirement.
The number one financial worry is not having enough money to retire.
Do you know how much you need?
Did you allocate it properly and prudently?
Do you know what assets to spend first?
This is where I can help. Along with clarity, I can provide prudent strategies and solutions to help you meet your needs and lifestyle goals. I'll provide a customized plan developed through a comprehensive process and I will work with you to see that it is implemented properly. You'll be in a position to make informed decisions for your future.
Recognized as one of the largest and most successful independent financial services organizations in the country; Integrated Financial Partners (IFP) specializes in coordinating with all of our clients other advisors to ensure collaboration in all aspects of their financial lives.
|Firm Start Year:||2006|
|Name of Broker/Dealer:||LPL Financial|
|Number of Years with Current Firm:||7|
|I work with the following types of clients:||Individual Investors, Non-Profit Organizations, Businesses|
|Investment Types:||Alternative Investments, Mutual Funds, FOREX & Currency, Options & Futures, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Commodities, Socially Responsible Investments (SRI)|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Variable Annuity, Disability, Variable Life, Long Term Care, Health, Life, HMO|
|Financial Organization Memberships:||Int. Assoc. of Registered Financial Consultants, Financial Planning Association (FPA)|
|Non-Financial Organization Memberships:||Business Networking International - Marlton Central Chapter, American Red Cross: Red Ball Committee Chair, American Red Cross: Blood Drive Chair, Millersville University Alumni Association|
|Firm's Number of Clients:|
|Firm's Number of Planning Clients:||12000|
|Advisor's Number of Clients:||105|
|Advisor's Number of Planning Clients:||95|
|Assets Managed by Advisor:||$120,000,000|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Compliance Disclosures in Last 5 years:||I have a clean record|
|Criminal Disclosures in Last 5 years:||I have a clean record|
Compensation and Fees
|B.S. - Biology||
Millersville University - Millersville, PA
September 1996-May 2001
|CERTIFIED FINANCIAL PLANNER(TM) Practitioner - CFP||
The American College
|Chartered Financial Consultant - ChFCÂ®||
The American College
|Chartered Retirement Planning Counselor - CRPCÂ®||
The College for Financial Planning
Jr. is a registered representative of LPL Financial
Paul C. Koenig
Paul Koenig is a Financial Planner with Integrated Financial Partners, Inc.(IFP). Along with his team of advisors, he takes an independent, comprehensive and objective approach to financial planning to help ensure that your goals, objectives and risk tolerance are properly considered and managed. This process includes an evaluation of retirement, risk management, investments, education funding, asset protection strategies, and legacy planning. It is through this process that he can help identify what is most important to his clients so that financial tools and resources can be properly aligned with their goals, despite personal lifestyle changes and external economic factors.
Paul helps clients build wealth and position their investments properly through the use of tax-advantaged products and strategies. Paul has committed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when taking care of clients. Paul can provide advice and direction so you can make the most informed decisions. Paul and his team are able to provide strategies that can help you: Build your nest egg, Enjoy a comfortable retirement, Protect your family from financial emergencies, Leave a legacy to your heirs or your favorite charities, Fund your children's or your grandchildren's education. He was listed in New Jersey Monthly and Philadelphia Magazine as a Five Star Wealth Manager. Paul is involved in his community including the American Red Cross, Habitat for Humanity and other worthwhile charities. An avid outdoors-man, Paul believes in physical as well as fiscal fitness.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Browns Mills||Bryn Athyn|
|Drexel Hill||Elkins Park|
|Gwynedd Valley||Haddon Heights|
|Mount Ephraim||Mount Holly|
|Mount Royal||Mullica Hill|
|New Egypt||New Lisbon|