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