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Blog

Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Paul Koenig | Oct 22, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
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Businesswoman looking at her phone
Integrated Financial Partners | Jun 2, 2021

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
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Happy couple sitting in a park with their dog
Integrated Financial Partners | Jun 2, 2021

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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Man with glasses leaning against a wall
Integrated Financial Partners | Jun 2, 2021

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Office

East Coast

1300 Route 73, Suite 314
Mount Laurel, NJ 08054

 

 

Contact Info

Paul C. Koenig Jr. | CFP®, ChFC®,
CRPC®, RFC®

P | 856-291-0142
F | 856-581-6017
E | Paul.Koenig@IFPadvisor.com

 

Lance Leimberg | CFP®

P | 856-437-5350
F | 856-581-6009
E | Lance.Leimberg@IFPadvisor.com

Get in Touch

Check the background of this investment professional on FINRA BrokerCheck

Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC, and investment advisor representatives of Integrated Financial Partners; or (2) solely investment advisor representatives of Integrated Financial Partners, and not affiliated with LPL Financial. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. ©Integrated Financial Partners.  CRPC conferred by College for Financial Planning.

*Integrated Financial Partners and LPL Financial do not provide tax services.

LPL Financial Form CRS

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

For more information visit www.FINRA.org or www.SIPC.org Click on the links for a copy of the Firm ADV and Client Relationship Summary.

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