Financial Planning is not a do-it-yourself project. In today's complex world it takes
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.
Firm Start Year
Name of Broker/Dealer
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Number of Years with Current Firm
Work with the following types of clients
Can meet clients in the following ways
Registered Investment Advisor
Investment Advisor Representative
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Certifications, Accreditations & Designations
Insurance and Annuity Licenses
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B.S. - Biology
CERTIFIED FINANCIAL PLANNER(TM) Practitioner - CFP -
Chartered Financial Consultant - ChFCÂ® -
Chartered Retirement Planning Counselor - CRPCÂ® -
Jr. is a registered representative of LPL Financial
Paul C. Koenig