Menninger & Associates

Who We Are

At Menninger & Associates, we believe in providing personalized financial planning and investment services to help our clients achieve their financial goals. With a focus on education and knowledge, we empower our clients to make informed decisions about their financial futures. Our team of experienced professionals is dedicated to providing exceptional service and tailored solutions to meet the unique needs of each client.

Our Services

Our services are designed to help clients achieve financial success and peace of mind. Our team of experts offers a range of services, including:

• Cash Flow Planning: We help clients manage their cash flow to ensure they have the financial resources they need to achieve their goals.
• Tax Planning Strategies: Our experts help clients minimize their tax liability and optimize their tax strategy to maximize their after-tax returns.
• Insurance Planning: We help clients protect their assets and families with customizable insurance plans.
• Investment Management: Our team of investment professionals works with clients to create and manage investment portfolios tailored to their goals and risk tolerance.
• Retirement Planning: We help clients prepare for retirement by providing customized strategies for a successful transition to this new phase of life.
• Estate Planning Strategies: Our experts help clients protect their assets and ensure their wishes are carried out after they are gone.

Guiding Principles

At Menninger & Associates, we operate on a set of guiding principles that shape our approach to financial planning and investment:

• Client-Centered: We put our clients' needs and goals at the forefront of everything we do.
• Education: We believe that educated clients make better decisions, so we take the time to explain complex financial concepts and strategies in a way that is easy to understand.
• Customization: We tailor our services to meet the unique needs and goals of each client.
• Risk Management: We work with clients to identify and manage risk, so they can achieve their financial goals with confidence.

Our Team

Our team of experts consists of Certified Financial Planners (CFPs) who have a deep understanding of financial planning and investment. We are committed to ongoing professional development, ensuring our knowledge and skills are up-to-date and aligned with the latest industry best practices.

Certified Financial Planners (CFPs)

Our team includes several Certified Financial Planners (CFPs), who have completed rigorous education and training programs to demonstrate their expertise in financial planning. As a CFP, our team members have demonstrated their knowledge in areas such as financial planning, taxes, insurance, investment management, and estate planning.

Community Involvement

At Menninger & Associates, we believe in giving back to our community. We host an annual charity golf outing, which has raised over $30,000 for local charities. We are proud to be involved in our community and look forward to continuing our efforts to make a positive impact.

Schedule Your Meeting

If you're interested in learning more about our financial planning and investment services, we invite you to schedule a meeting with one of our experienced professionals. We look forward to working with you.