Join us weekly as Mike interviews industry experts, business owners, and corporate executives to take a closer look at the 6 fundamentals of Financial Planning and creative ways to help improve your financial success! Our philosophy when working with clients is based on the fundamentals of financial planning which include tax planning, investment planning, retirement planning, insurance planning, and estate planning.
Further, we strongly believe that education and knowledge are powerful, and we aim to teach our clients "WHY, " in order to support the strategies and recommendations we provide. At Menninger & Associates we value family and strive to conduct multi-generational planning for our clients to help maximize efficiency of wealth transfer.
Further, we strongly believe that education and knowledge are powerful, and we aim to teach our clients "WHY, " in order to support the strategies and recommendations we provide. At Menninger & Associates we value family and strive to conduct multi-generational planning for our clients to help maximize efficiency of wealth transfer.
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Get familiar with our philosophy on planning and investment to know more about what we do and the principles behind how we do it. Contact us today to learn more!. At Menninger & Associates, our philosophy is based on the fundamentals of financial planning. Further, we strongly believe that education and knowledge are powerful.
Michael Menninger is an Investment Advisor Representative with Cetera Advisor Networks LLC who provides his clients with financial products and services, always with his client's individual needs foremost in his mind. Michael helps his clients pursue their financial goals through a hardworking, common-sense and detail-oriented approach to financial planning.
At M&A, 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. The most important objective is preparing a client and their portfolio for retirement, and there is no better way than a cash-flow analysis.
Watch episodes of Financial Planning: Explained by Michael Menninger, CFP for educational and unique approaches to financial planning. Financial planning is influenced by all aspects of your life. Learn how major milestones and everyday events can affect your financial future. Contact Menninger & Associates to learn more!
Starting in 2021, Menninger & Associates began an initiative to host an annual charity golf outing. The goal of the outing is to team up with local charities and raise money for their respective campaigns. As the host, Menninger & Associates recruits not only golfers, but sponsors (generally other local businesses) for the event.
Reviews (2)
Thomas Castanzo
Feb 05, 2022
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Menninger and Associates have been my financial advisors since 2019. My financial consultant prior to Menninger retired, and after much research entrusted his portfolio with many long time clients to Menninger and Associates. I have developed a high level of trust in them; they have always been honest and candid. Mike Menninger and Kyle Ryan (my primary contacts) focus on bringing together the broad spectrum of financial planning components including retirement funds, investments, cash strategy, and considerations regarding Social Security and Medicare. Portfolios are monitored and adjustments
Sue McCrossin
Nov 17, 2021
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Mike and his team have provided our employees with excellent, knowledgable financial planning, tax planning, and management of our company 401K for over 10 years. He has provided training and informational webinars as well as his weekly market watch email that prompted our employees to earn money from sound investments and save money by taking advantage of timely tax advice. I HIGHLY recommend Menninger & Associates for both businesses and individuals who want well thought financial advise and management.
