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Comprehensive Financial Planning & Wealth Management



At Menninger & Associates, the foundation of all our client meetings, strategies, and recommendations is based on the fundamental of financial planning.  However, we pride ourselves on the ability to think “outside the box”, which often leads to very creative strategies.  As described by the CFP Board, the six areas of financial planning are:


Cash Flow Management

           

The most important objective is preparing a client and their portfolio for retirement, and we believe there is no better way than a cash-flow analysis.

CASH FLOW PLANNING

Tax Planning Strategies

           

It’s not how much you make; it’s how much you keep. Know your rights as a taxpayer and don’t let the IRS make off with even more of your hard-earned money.

TAX PLANNING STRATEGIES

Insurance Planning

           

Just as you implement risk management strategies to protect your investments, you should have strategies in place to protect yourself. Insurance is a key element of any financial strategy.

INSURANCE PLANNING

Investment Management

           

We aim to create a diversified portfolio that aligns with your risk tolerance and focuses on pursuing your goals, not chasing the markets.

investment management

Retirement Planning

           

It's never too early to plan for retirement. We help you evaluate your options and identify other important elements of your future retirement, including cash flow, income needs, and more.

RETIREMENT PLANNING

Estate Planning Strategies

           

Regardless of your age and wealth, it’s important to have a will in place, as well as other key documents.

ESTATE PLANNING STRATEGIES


(610) 422-3773