Menninger & Associates

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, and 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, ie 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.