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 and solutions. As described by the CFP Board, the six areas of financial planning are:
Wealth Management
The most important objective is preparing a client and their portfolio for retirement, and there is no better way than a cash-flow analysis.
Tax Planning*
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.
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.
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.
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.
Estate Planning
Regardless of your age and wealth, it’s important to have a will in place, as well as other key documents.
