"Our Goal"
Working Toward Your Objectives

- Investment Policy Statement
- Asset Allocation*
- Customized Financial Plan
- Tax Returns
- Wills
- Trusts
- Insurance Documents
- Advanced Medical Directives
- Durable Powers of Attorney
- Other Estate Planning Documents
Please note that neither Cetera Advisor Networks LLC nor any of its agents or representatives provides legal or tax advice. For complete details, consult with your tax advisor or attorney
All of these components are analyzed with your investment portfolio to ensure that no detail of your financial plan is overlooked.
Our first step when planning your financial future is to examine your individual situation and to map out a course that we hope will lead you to your financial goals. After this step is completed, we review your plan periodically and make adjustments as demanded by your life's constant big and small changes. As a client of Menard Financial Group you also will receive one-on-one meetings with our staff as your financial situation requires.
We look forward to working with your accountants and attorneys; we want to ensure all possible opportunities are made available to you and that all parts of your financial plan are carefully examined.
It is only when you feel financially confident that our company is fulfilling its mission.