National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

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

Firm CRD#

5253413

Name of Broker/Dealer

LPL Financial

Years of Experience in Financial Services

12

Number of Years with Current Firm

7

I work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Services

Investment Types

Mutual Funds, FOREX & Currency, Alternative Investments, Exchange Traded Funds (ETFs), Options & Futures, Insurance, Annuities, Stocks, Bonds, Commodities, Socially Responsible Investments (SRI)

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®, ChFC®, CERTIFIED FINANCIAL PLANNER" Certificant, CRPC®, RFC®

Securities Licenses

Series 7, Series 66

Insurance and Annuity Licenses

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

Financial Organization Memberships

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

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

Advisor's Number of Clients

105

Advisor's Number of Planning Clients

95

Assets Managed by Advisor

$120,000,000

Compensation and Fees

Fee Structure

Fee-Based (Fee and Commissions)

Compensation Methods

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

Disclosures

Jr. is a registered representative of LPL Financial

Disclaimer

Paul C. Koenig