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Families and Individuals

Meeting Your Personal Financial Goals

The Koenig Group, LLC employs a comprehensive approach to tax consultation and wealth planning, offering a suite of services for individuals and families that spans college planning at birth to estate planning, and all your tax and financial well-being needs in between.

Our wealth management services are designed to help build a more secure today and a more fulfilling tomorrow. We take a systematic approach to financial, retirement, and estate planning to help you make informed, strategic decisions based on your personal goals while maximizing tax-reduction strategies such as IRA contributions and retirement plan design.

The Koenig Group, LLC provides individuals and families with customized, independent, and objective advice to make important decisions about their financial future as easy and rewarding as possible.

Personal Services

  • Personal Wealth Building
  • Individual Financial Planning
  • Estate, Gift, Trust, and Charitable Consulting
  • Family Wealth Planning
  • Individual Income Tax Planning and Compliance
  • Life Insurance Consulting
  • Elder Care Services

Tax-return Preparation and Review Services

The Koenig Group, LLC tax-return preparation and review services are invaluable resources for generating tax-saving ideas that can help:

  • Reduce cash outlays
  • Reduce your overall effective tax rate
  • Identify new levels of deductions
  • Uncover misclassified expenses
  • Address overall financial planning

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