Patrick Koenig helps individuals and families in Northern California create practical, tax-efficient strategies to protect their assets and ensure their wishes are honored — with the care and attention of a trusted family advisor.
Patrick Koenig is a Senior Estate Planning and Life Insurance Agent with a focus on helping individuals and families prepare for the unexpected. He carries his heart at the core of his business, treating every client with the same care and attention he would offer a family member.
With years of experience in estate and retirement planning, Patrick helps clients create practical, tax-efficient strategies to protect their assets and ensure their wishes are honored. He specializes in wills, trusts, and legacy planning, and often partners with attorneys and financial professionals to provide well-rounded guidance.
Based in Petaluma, Patrick is known for his approachable style and genuine commitment to serving his community with clarity, compassion, and integrity.
From protecting your family today to preserving your legacy for generations to come, we build strategies tailored to your unique situation.
Ensure your assets are distributed according to your wishes with a comprehensive estate plan that minimizes taxes and avoids probate delays.
Build a reliable, predictable income stream for retirement through annuities, life insurance, and structured savings strategies.
Protect your family with legally sound wills and trusts — structured to honor your intentions and provide clarity during life's most difficult moments.
Keep more of what you've earned with strategies designed to reduce your tax burden now and in retirement — legally and effectively.
Safeguard your assets from market volatility, inflation, and unexpected life events with proven protection strategies.
Leave a meaningful impact for the people and causes you love most — with a legacy plan that reflects your values and protects future generations.
We make estate and retirement planning straightforward and stress-free — no jargon, no pressure, just clear guidance.
Book a no-obligation consultation to talk through your goals, concerns, and current situation. We'll listen first.
Patrick designs a personalized strategy that fits your life — protecting your assets, reducing taxes, and honoring your wishes.
With your plan in place, you can move forward with confidence — knowing your family and future are protected.
Real experiences from real people who found clarity, confidence, and peace of mind working with Patrick.
"Patrick walked us through every step of our estate plan. He made what felt overwhelming feel completely manageable. We finally have peace of mind knowing our family is protected."
"I came in with no idea where to start with retirement income. Patrick listened, asked the right questions, and put together a plan I actually understood. No pressure, just real help."
"We needed a trust set up after a family member passed without one. Patrick handled everything with compassion and professionalism. I can't recommend him highly enough."
A 30-minute conversation with Patrick can change the trajectory of your family's future. No cost, no commitment — just clarity.