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Educational Resources
Join us weekly as Mike interviews industry experts, business owners, and corporate executives to take a closer look at the six fundamental areas of Financial Planning and creative ways to help improve your financial success!
Check out our Weekly Market Recap for the latest economic news and insights, as well as a summary of how the U.S. stock market performed the prior week.
Learn a new 'Trick of the Trade' every month from articles written by the Menninger & Associates team, and stay ahead of the curve in the financial market.
How We Differ
A fiduciary is a professional entrusted to manage assets or wealth while putting the client's best interests first at all times. When acting in a fiduciary capacity, financial advisors must disclose any conflict, or potential conflict, to their clients before and during the advisory engagement. Fiduciaries will also adopt a code of ethics and fully disclose how they are compensated.
The prestigious Certified Financial Planner (CFP) designation is a formal recognition of knowledge in the areas of financial planning, taxes, insurance, investment management, estate planning, and retirement (such as with a 401k). Owned and awarded by the Certified Financial Planner Board of Standards, Inc., the certification is awarded to individuals who successfully complete the CFP Board's initial exams, then continue ongoing annual education programs to sustain their skills and certification.
A fiduciary is a professional entrusted to manage assets or wealth while putting the client's best interests first at all times. When acting in a fiduciary capacity, financial advisors must disclose any conflict, or potential conflict, to their clients before and during the advisory engagement. Fiduciaries will also adopt a code of ethics and fully disclose how they are compensated.
The prestigious Certified Financial Planner (CFP) designation is a formal recognition of knowledge in the areas of financial planning, taxes, insurance, investment management, estate planning, and retirement (such as with a 401k). Owned and awarded by the Certified Financial Planner Board of Standards, Inc., the certification is awarded to individuals who successfully complete the CFP Board's initial exams, then continue ongoing annual education programs to sustain their skills and certification.
Menninger & Associates Mission, Vision and Values
Our mission and philosophy is based on the fundamentals of financial planning which include wealth management, tax planning, insurance planning, investment management, retirement planning, and estate planning. We focus on helping clients pursue their goals through dedicated service and understanding their unique situation.
We strongly believe that education and knowledge are powerful. Therefore, our vision is to empower clients by offering educational resources that help them better understand “WHY” we provide the strategies and recommendations that we do.
At Menninger & Associates we value family and strive to conduct multi-generational planning for our clients to help maximize efficiency of wealth transfer.
Starting in 2021, Menninger & Associates began an initiative to host an annual charity golf outing. The goal of the outing is to team up with local charities and raise money for their respective campaigns. Over the first two years, Menninger & Associates has helped raise over $23,000 for charity. Our firm is a strong advocate for the local community, as they are the very people that keep us in business. If you know a charitable organization that would be interested, please let us know!
Financial Planning: Explained Show
Upcoming episodes
09.26.22
Financial Planning: Explained: Viewer Question & Answer Part II
10.03.22
Financial Planning: Explained: Viewer Question & Answer Part III
10.10.22
Financial Planning: Explained: Business Ownership & Financial Pitfalls
