FINANCIAL PLANNING AND WEALTH MANAGEMENT
Led by Certified Financial Planning™ professional Jeff Janeway, Koenig Financial Group is dedicated to simplifying an industry that can be complex, confusing and prone to risk. With a focus on your goals, we will develop your plan. Then, with your road-map defined, we can partner with industry specialists to provide customized solutions catered to your unique situation.
Our expertise in the areas of financial planning, investing and insurance, allows Koenig Financial Group to effectively and always act with your best interest at heart. We provide financial advice in the area of retirement and education funding, goals based investing and wealth transfer to both 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 and Highland Capital Brokerage.
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.