Exciting Company News
At Menninger & Associates Financial Planning, Inc., our mission is to provide high quality service and advice to our clients that emphasizes the six areas of financial planning – cash management, tax planning, risk management, investment planning, retirement planning, and estate planning. All six areas are very important for pursuing one’s financial goals, and our firm is notorious for providing best-in-class for these services.
Historically, we worked together as a team with other financial advisors from other states, and also drew upon the knowledge of various other sources of information to develop our investment process, selections, and recommendations. We have now grown to managing over $150 million for our clients, so we decided to enhance our resources for managing our clients’ hard-earned assets.
After several months of due diligence and interviewing several candidates, we are excited to announce that we have hired Cornerstone Portfolio Research (Cornerstone) to serve as the outsourced Chief Investment Officer (CIO) for our firm. Cornerstone is a group of very highly qualified Chartered Financial Analysts® (CFA®) with 70+ years of investment management experience who can help our firm with identifying and selecting suitable investments for our clients’ portfolios. Please note that Cornerstone will not be replacing our investment management team but is being hired to support and enhance our capabilities to better serve our clients.
Please join me in welcoming Cornerstone and its founder, Thomas Balis, CFA to support the Menninger & Associates Financial Planning team of talented financial advisors! If you have any questions, please feel free to contact us.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.