KOINONIA FINANCIAL

With tax efficiency and suitable risk management at the forefront, our team offers guidance and solutions for individuals and small business owners alike through a three-stage process: Accumulating Information, Analyzing Opportunities, and Advising. This comprehensive approach enables us to provide dynamic strategies for our Investment Partners.
We focus our efforts on five critical pillars of financial health:
1. Protect your family and manage risk through insurance planning
2. Help your money work as hard as you do with proprietary wealth management
3. Pursue a path to a work optional lifestyle with income and retirement planning
4. Prepare for life's big expenses with customized financial planning
5. Make sure your money gets to the right place after you pass with estate planning
We understand the importance of helping you to feel completely at ease with all strategies and decisions that may affect your financial life.
We believe that individual treatment and face-to-face discussion are essential when it comes to offering a forthright, trusted service for our clients.

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