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 life goals, we will develop your financial plan to support those goals. Then, with a road-map defined, we can recommend solutions from industry specialists targeted 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 and insurance, allows Koenig Financial Group to effectively act with your best interest as our number one goal. We’re not a hammer where every solution is a nail. We have the needed experience and a broad set of financial partners to support financial planning in such areas as retirement and education funding, goals based investing and portfolio 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 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

An investment advisory and Seattle based broker dealer firm, KMS Financial Services, Inc. serves clients through a network of more than 300 investment professionals located predominantly in the Pacific Northwest.

As an independent financial services firm, KMS and by extension Koenig Financial Group is able to select the financial tools and industry partners which are believed to be in the best interest of our clients.

 

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.