National Retirement Planning Experts

National Coverage
Local Professionals

Paul C. Koenig Jr.

Integrated Financial Partners

1300 Route 73 Suite 314

Mount Laurel, NJ 08054
(856) 2910142

"Serve First, Last and Always"

About Integrated Financial Partners

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.

General Information

Firm Start Year

2006

No.of Employees

100-499

CRD#

5253413

Insurance License#

1102582

Name of Broker/Dealer

LPL Financial

States Licensed in

AZ, CA, CT, DE, FL, IL, MA, MD, NJ, NY, NC, PA, SC, TX, VA

Years of Experience in Financial Services

12

Number of Years with Current Firm

7

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant, Chartered Retirement Planning Counselor (CRPC®), Registered Financial Consultant (RFC), Chartered Financial Consultant (ChFC®)

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Variable Life, Disability, HMO, Life, Annuity, Health, Long Term Care, Variable Annuity

Financial Organization Memberships

Financial Planning Association (FPA), Int. Assoc. of Registered Financial Consultants

Non-Financial Organization Memberships

Business Networking International - Marlton Central Chapter, American Red Cross: Red Ball Committee Chair, American Red Cross: Blood Drive Chair, Millersville University Alumni Association

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

12000

Education

B.S. - Biology

Millersville University
September 1996 - May 2001

CERTIFIED FINANCIAL PLANNER(TM) Practitioner - CFP -

The American College
2009 - 2011

Chartered Financial Consultant - ChFC® -

The American College
2009 - 2011

Chartered Retirement Planning Counselor - CRPC® -

The College for Financial Planning
2007 - 2008

Disclaimer

Paul C. Koenig, Jr. is a registered representative of LPL Financial, a broker/dealer (Member SIPC) and registered investment advisors. Integrated Financial Partners, Inc. is not an affiliate of LPL Financial Inc.