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Services

WHAT WE DO FOR INDIVIDUALS AND BUSINESS OWNERS.

We have a fundamental obligation to act and provide individualized investment advice in the best interests of our clients.

Click below to learn more about the services we offer.

 

 

Lifetime Income Model™

 

Business Owner Planning

 

Family Focused Office

 

Wealth Management

 

High Net Worth

 

Wealth Distribution Strategies

 

Legacy and Estate Planning

 

Insurance Strategies

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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