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.
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.
Manage your affairs during your lifetime and beyond.
Create an investment strategy that's right for you.
Steps to consider, to pursue the retirement you want.
We look forward to helping you and your loved ones explore their financial goals.
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.
Gather facts, discuss goals, get the whole picture
Map out a data-driven route to
achieve your financial goals
Continued collaboration on your plan, even if the route changes
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.
Curated articles, videos, and more for a financially savvier you.
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.