Jason Koenig

Jason Koenig

954-495-0444

jason@amcwealth.com

Schedule

Jason is based in South Florida with a Finance degree from the University of Central Florida. He began advising at Morgan Stanley in 2017, learning key investment management and financial planning concepts for high-net-worth clients. Right before the market bottomed from the COVID-19 pandemic in 2020, Jason was hired to help business owners for the SBA working on the EIDL program.

Retired with 5k per month between social security, pension, or other income / 100k salary with 3% retirement plan match
I want to retire in 10 years at age 65 / Paying college tuition in 7, 9 and 12 years / Setting a budget / Educating my heirs about money
Assets = $2mil (50% investments, 40% real estate, 10% in cash) / Liabilities = 200k (90% mortgage, 10% credit cards)
Tax, family, legacy situations, upcoming events, new account, transfer details