Services

Fiduciary Advice

For both families and businesses our approach to providing financial advice is to only and always serve with the highest legal and ethical standards in our industry.  We always act with your best interest as our primary objective, putting your interest above our own as your trusted fiduciary.

For the Family 

Our processes have been refined for consistent application by all Koenig Financial Group advisors.  We start by building a comprehensive financial plan, rooted in a thorough understanding of your cashflow and taxes.  Only then can we recommend risk reduction and tax management strategies to support your life’s goals.   more

Business Plans

As a business owner, whether sole employee or a leader of many, you want to get the most from your partners. From a Simple IRA to the 401(k) to succession planning, our high touch model provides personalized and creative guidance to you and/or your employees.  We have the expertise to make partnering with Koenig Financial Group an easy choice.  more

 

Our Core Services

You’re busy running your LIFE. We understand!

That’s why we will take appointments after hours and on saturdays.

Comprehensive Financial Planning

Business Retirement Plans

Investing and Portfolio Management

In-Office Business Plan Consultation

Personal Retirement and Tax Strategies

Socially Responsible Investing

Education Financing Strategies

Life, Long Term Care and Disability Insurance

Securities and Advisory services offered through Harbour Investments, Inc., Member FINRA/SIPC. Koenig Financial Group AND HARBOUR Investments, Inc. are separate companies.   Securities Licensed in (AZ, CA, CO, FL, GA, HI, ID, MA, MI, MO, NV, NH, NY, OH, OK, OR, PA, TN, TX, UT, WA, WI)
 
This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.