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Our Core Values

Our Foundational Core Values

At Menke Financial our commitment is portrayed through our client relationships. We pride ourselves on excellence, and as a firm, we go above and beyond for clients, driving world class deliverables and leaving no stone unturned. Every financial plan is built with enthusiasm. We are inspired by growth and enjoy looking back on our success but knowing we are far from done. We believe in continuous innovation and dedicate our time to being on the cutting edge of tax law changes, enhanced policy decisions, software, and new strategies to ensure our solutions are up to date and ahead of the curve.


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How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.


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