Paul C. Koenig Jr.- Financial Advisor Mount Laurel, NJ

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About Paul C. Koenig Jr.

Financial Planning is not a do-it-yourself project. In today's complex world it takes diligence, research, careful consideration and the help of an experienced professional to help you achieve the retirement you deserve and have worked so hard to attain. As a CERTIFIED FINANCIAL PLANNER professional, I can be objective about your financial situation and this is vital in order to help you gain perspective and confidence in your financial future. A completely confidential Financial Second Opinion is the logical first step on your road to retirement.

The number one financial worry is not having enough money to retire.

Do you know how much you need?

Did you allocate it properly and prudently?

Do you know what assets to spend first?

This is where I can help. Along with clarity, I can provide prudent strategies and solutions to help you meet your needs and lifestyle goals. I'll provide a customized plan developed through a comprehensive process and I will work with you to see that it is implemented properly. You'll be in a position to make informed decisions for your future.

Recognized as one of the largest and most successful independent financial services organizations in the country; Integrated Financial Partners (IFP) specializes in coordinating with all of our clients other advisors to ensure collaboration in all aspects of their financial lives.

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General Information

Firm Start Year

2011

No. of Employees

100-499

Compliance

Qualifications & Membership

Firm Information

Compensation and Fees

Education

B.S. - Biology

Millersville University
September 1996 -May 2001

CERTIFIED FINANCIAL PLANNER(TM) Practitioner - CFP -

The American College
2009 -2011

Chartered Financial Consultant - ChFCÂ® -

The American College
2009 -2011

Chartered Retirement Planning Counselor - CRPCÂ® -

The College for Financial Planning
2007 -2008

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

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Paul C. Koenig Jr.

Integrated Financial Partners