It's not just a strategy. It's personal.
The financial landscape is vast and ever growing. With hundreds of companies and available products designed to help millions of people, status quo is no longer sufficient. No two clients have the same concerns, and no two clients should have the same, cookie-cutter financial strategy.
Our Services
We are Menzies Financial, an independent financial firm in Stanwood, WA. We have more than 80 years of combined experience creating personalized financial plans for individuals, families, and professionals. As an independent firm, we are not tied to proprietary products, nor are we limited in the services we offer.
Our Three Step Process
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
STEP
1
Equip
Gather facts, discuss goals, get the whole picture
STEP
2
Plan
Map out a data-driven route to
achieve your financial goals
STEP
3
Guide
Continued collaboration on your plan, even if the route changes
We're Here For You!
We have helped many young professionals, families, businesses, and new retirees in our community and across the country. We have given people just like you a map to achieve their goals.
Helpful Content
Curated articles, videos, and more for a financially savvier you.
Good Health is Good Business
Why Regular Rebalancing Makes Sense
5 Ways to Stay Confident in Retirement
This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.