FINANCIAL PLANNING AND WEALTH MANAGEMENT
We are a team of professionals who are dedicated to an industry that can be complex, confusing and prone to risk. Our approach, however, is simple. We focus on your goals, develop and plan a course of action and partner with established industry professionals to provide you with customized solutions catered to your unique needs.
With expertise in the areas of financial planning, investing and insurance, Koenig Financial Group, always has your best interest at heart. We provide financial advice in the area of retirement plans, goal based investing and wealth transfer to local families and businesses.
Koenig Financial Group is an established financial investment firm in Downtown Edmonds. We provide planning and wealth management services through KMS Financial Services, Inc.. When in your best interest, we can also provide appropriate insurance from dozens of highly rated insurance companies through Crump Life Insurance Services.
As an independent financial services firm, KMS and by extension Koenig Financial Group is able to select only the financial tools and industry partners which are believed to be in the best interest of our clients.
WITHOUT BONUS, INCENTIVES OR OTHER PRESSURE TO MEET MISALIGNED CORPORATE OBJECTIVES, WE WORK SIMPLY FOR YOU!
LET’S EXPLORE YOUR GOALS. LET’S CHART YOUR DREAMS….. IT ALL STARTS WITH A PLAN.
DELIVERING TRUSTED FINANCIAL PLANNING AND WEALTH MANAGEMENT SERVICES TO LOCAL FAMILIES AND BUSINESSES FROM OUR DOWNTOWN EDMONDS OFFICE.