FINANCIAL PLANNING AND WEALTH MANAGEMENT
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 a financial plan to support those goals. Then, with your financial chart mapped, we can recommend diverse solutions from a broad set of industry partners and investment tools to address your unique situation. Because… your life’s goals shouldn’t be at risk due to poor financial advice.
Our expertise in the areas of financial planning, portfolio management, corporate retirement plans, and insurance, allows Koenig Financial Group to effectively act with your best interest as our number one goal. We have the needed experience to support complex financial needs in such areas as retirement and education funding, tax mitigation, goals based investing and portfolio management, risk management and wealth transfer for both families and businesses.
Koenig Financial Group is an established financial investment firm in Downtown Edmonds. We provide planning and wealth management services through Harbour Investments, Inc. When in your best interest, we also provide insurance from dozens of highly rated insurance companies through Crump Life Insurance Services and Highland Capital Brokerage.
WITHOUT BONUS, INCENTIVES OR OTHER Sales 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.