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Patricia A. Koehn, CFP

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PATRICIA A. KOEHN, CFP is Principal and President, Koehn Financial Group, Inc., an independent, fee-based financial planning firm that specializes in wealth management, retirement planning, and legacy strategies. As a certified financial planner, Pat has more than 34 years experience serving clients. She is the co-author of MAKING THE MONEY LAST, Financial Clarity for the Surviving Spouse, is a financial columnist, frequent speaker, and an alumni of Leadership America. Her mission is to assist her clients to attain, perpetuate, and preserve financial independence.

Securities and advisory services offered through The Strategic Financial Alliance, Inc.(SFA), member FINRA, SIPC. Patricia Koehn is a registered representative and an investment advisor representative of SFA, which is unaffiliated with Koehn Financial Group, Inc.

Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

More Calculators