Menninger & Associates

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At Menninger & Associates, our philosophy is based on the fundamentals of financial planning. We offer many financial planning services including Cash Management, Tax Planning, Insurance Planning, Investment Planning, Retirement Planning & Estate Planning. Furthermore, we strongly believe in educating our clients since knowledge is a powerful tool for financial decision-making.
Cash Management- We help clients manage their assets, and most importantly, their debts to help them become cash flow positive, i.e. income exceeds expenses.
Tax Planning- It’s not how much you make; it’s how much you keep. We help you with both short-term & long-term tax planning strategies by breaking down tax law into easily applied fundamentals that help you achieve your financial goals and objectives.
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 Planning- We aim to create a diversified portfolio that aligns with your risk tolerance & 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. We work with a lawyer to help our clients achieve their financial goals and objectives for their estates.