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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.

Financial Planning

Financial Planning

Manage your affairs during your lifetime and beyond.

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Investment

Investment

Create an investment strategy that's right for you.

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Retirement

Retirement

Steps to consider, to pursue the retirement you want.

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Family

Family

We look forward to helping you and your loved ones explore their financial goals.

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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.

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Helpful Content

Curated articles, videos, and more for a financially savvier you.

Raising Healthy Children

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.
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Global vs. International:  What’s the Difference?

Global vs. International: What’s the Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
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Financial Strategies for Women

Financial Strategies for Women

Some may leave their future to chance but in the world of finance, the effects of the "confidence gap" can be apparent.
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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.

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