www.themenardfinancialgroup.net
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Submitted URL: http://themenardfinancialgroup.net/
Effective URL: https://www.themenardfinancialgroup.net/
Submission: On March 08 via api from US — Scanned from DE
Effective URL: https://www.themenardfinancialgroup.net/
Submission: On March 08 via api from US — Scanned from DE
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Skip to main content TD Ameritrade | Orion | eMoney menu * Home * About MFG * Our Mission * Meet the Team * Services * Overview * Business Exit Plan * Articles * Contact * YOUR PATH TO FINANCIAL CLARITY STARTS HERE Let’s Get Started Sorry, your browser does not support the video tag. NAVIGATING YOU TOWARDS A STRONG FINANCIAL FUTURE. Investments and accounts on their own can only take you so far. To get the most out of your financial pieces, you need a strategy to make them work together. That’s why we developed the Integrated Financial Plan. This decision-making framework is designed around your personal financial facts and goals, and blends these pieces into one cohesive picture. Not only will you be able to prepare for your future, you’ll be able to work towards cash flow management for life. See The Plan WHETHER YOU’RE A SUCCESSFUL BUSINESS OWNER OR HIGH-NET-WORTH INDIVIDUAL EXECUTIVE, WE HAVE A PLAN THAT WILL HELP YOUR DREAM BECOME REALITY. Let’s Get Started DEDICATED PROFESSIONALS. TRANSPARENT ADVICE. David Menard founded The Menard Financial Group, LLC, in 1991 because he believed there was an opportunity for more transparency and a better way to guide people in need of financial security. In this time, he has seen a lot of clients who were sold products, but never given the tools or plans to make those products work. Or, worse, they had no idea where they were headed. He knew that in order for people to reach their financial goals, things needed to change. Since we were founded, our team has been dedicated to serving you first, and giving you the tools, resources, and personalized advice that allows each client to reach their financial goals. Even during financial difficulty, our clients know they have a plan that can weather the storm. Above everything, we’re here as your advocate. As an SEC-registered, fee-only investment advisor, The Menard Financial Group, LLC, will listen to your vision of the future, and navigate you towards the best plan for your desired results. Meet Our Team RECENT ARTICLES Aug 13, 2021 RETIRING AS A SMALL BUSINESS OWNER Retirement There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over their schedules... Aug 4, 2021 THE BASICS OF KEEPING A BALANCED INVESTMENT PORTFOLIO Investments Balance is seen as one of the keys to making the most of your investments. But what does a balanced portfolio look like? Jul 14, 2021 MORE THAN FINANCES: THE BENEFITS OF HOLISTIC ADVICE FROM FINANCIAL PROFESSIONALS Finance When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way? CONTACT INFO 2603 Augusta Drive Suite 1200 Houston TX 77057 P: 713-364-1515 F: 713-364-1516 E: david@menardfinancial.net GET IN TOUCH Name This field is required. Email This field is required. Subject This field is required. Message This field is required. Leave this field blank *Services offered through The Menard Financial Group, LLC, a Registered Investment Adviser. This message and any attachments contain information which may be confidential and/or privileged and is intended for use only by the addressee(s) named on this transmission. If you are not the intended recipient, or the employee or agent responsible for delivering the message to the intended recipient, you are notified that any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately by e-mail or by telephone and (ii) destroy all copies of this message. Please note that trading instructions through email, fax or voicemail will not be taken. Your identity and timely retrieval of instructions cannot be guaranteed. Check the background of this investment professional on FINRA BrokerCheck © 2023 The Menard Financial Group, LLC. All rights reserved.