Paul Koenig is a Financial Planner with Integrated Financial Partners, Inc. (IFP). Along with his team of advisors, he takes an independent, comprehensive and objective approach to financial planning to help ensure that your goals, objectives and risk tolerance are properly considered and managed. This process includes an evaluation of retirement, risk management, investments, education funding, asset protection strategies, and legacy planning. It is through this process that he can help identify what is most important to his clients so that financial tools and resources can be properly aligned with their goals, despite personal lifestyle changes and external economic factors.
As a financial planner focused on working with successful physicians, business owners, and professional women, Paul can help you gain the confidence that comes from working with someone who understands your financial goals. He is passionate about working with clients to help them meet their financial needs and plan for the future. His primary focus is on creating a one-to-one relationship that provides tailored financial solutions specific to his client's needs.
IFP offers comprehensive financial planning services through LPL Financial, a broker/dealer and registered investment advisor. It is through this firm that Paul and his team can deliver a wealth of resources to assist clients in planning for their future. Paul helps clients build wealth and position their investments properly through the use of tax-advantaged products and strategies. Paul has committed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when taking care of clients. A firm believer in education, Paul can help provide advice and direction so you can make the most informed decisions. Paul and his team are able to provide strategies that can help you:
- Build your nest egg
- Enjoy a comfortable retirement
- Protect your family from financial emergencies
- Leave a legacy to your heirs or your favorite charities
- Fund your children's or your grandchildren's education
Paul is actively involved in his community including the American Red Cross, Habitat for Humanity and other worthwhile charities. An avid outdoorsman, Paul believes in physical as well as fiscal fitness.