Koenig Group LLC

Website Links

Description

Working with the Koenig Group is easy. We begin every client relationship with a complimentary introductory consultation. During this first consultation we meet with the client and later, if need be with their trusted advisors. An integral part of any plan is the coordination of all aspects of the financial landscape to provide continuity. Once we discover how we can assist a client an engagement letter is prepared which prioritizes goals. Fees are spelled out fully. After the engagement letter is signed, we work through the list of priorities. The next phase is the Discovery Phase. Here we assemble personal, financial and business data. We then try to understand your wants, goals, objectives and needs. One or more of our vetted strategies may be implemented providing maximum impact for the client, heirs and charity.

An innovator with over 25 years of experience in the multi-disciplinary fields of estate, business and wealth preservation planning, Moe Abdou's work with the nation's top attorneys, CPA's and financial advisors has only cemented his reputation as one of the industry's best. His ability to successfully integrate and leverage the tools necessary to meet the demanding financial needs of high net worth and high income clients has made him a valuable addition to the planning teams of a number of our more complex clients.

As a Chartered Financial Consultant and a Chartered Advisor in Philanthrophy, Jeanne brings a unique scope of knowledge in the field of financial services to the Koenig Group. Having more than 25 years of experience in the areas of wealth accumulation and preservation planning, she is able to combine her knowledge of various strategies with unique personal and philanthropic ideas that benefit the client and society. Working closely with the client's outside tax and legal advisors, she utilizes her unique, impartial ability to understand the client's needs must come first. The integration of wealth preservation, income tax reduction, and philanthropic orientation enables her to better serve the complete financial needs of the high net worth, high-income client and their families.

Products & services

Similar companies nearby