Skip to main content

Enhancing client lives through financial clarity and peace of mind.

Welcome to Menke Financial

With an acute, personal understanding of the medical and business markets, Kyle and his team help provide clients with financial clarity and peace of mind. Through the use of comprehensive planning and tax efficient strategies, he allows his busy professionals to focus their time on what matters most...their families, their businesses...and their legacies.

 

menke-financial-team-sept2023.jpg

Helping you live your best life.

I believe the starting point of any financial conversation should be with you—your life, your family, your priorities, and your goals. I'll listen to what's important to you and design a financial plan from multiple strategies specifically designed to help get you where you want to be. Here are our planning approach steps:

  • Get to know you
  • Creating your vision
  • Refining your goals
  • Balancing priorities
  • Approaching retirement
  • Help ensure your money lasts

Together we will build your financial plan, take steps to implement it, then review it at least annually and make adjustments as needed.

 

parents-and-baby.jpg

Recognized for our commitment to excellence.

Kyle Menke has been recognized by Northwestern Mutual and industry organizations for our commitment to excellence.

  • Forbes Best-In-State Next-Gen Wealth Advisor, 2024
  • Forbes Top Financial Security Professional Best in State, 2024 2023 2022
  • Northwestern Mutual Forum (top 5% of advisors in the company) 3 out of last four years
  • Northwestern Mutual Top Financial Security Advisor Top 100, 2022
  • Northwestern Mutual Greater Tampa Bay Integrated Advisor of the Year, 2021
Forbes Best-In-State Top Next Gen Wealth Advisors 2024
Forbes Best-In-State Top Financial Security Professionals 2024

Forbes “Top Next-Generation Wealth Advisors” list, (August 2024). Research & ranking developed by Shook Research, LLC. Based upon data as of 3/31/2023. Forbes Best-in-State Top Financial Security Professionals Lists (July 2024, July 2023, July 2022), based upon data as of December 31st of the preceding year. Research and ranking provided by SHOOK Research. Northwestern Mutual and its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating(s). Rankings and recognitions are no guarantee of future investment success.

In the News

Kyle was recently featured in various media discussing Northwestern Mutual’s latest Planning & Progress research and my retirement-planning recommendations.

Featured in USA Today: The amount of money Americans think they need to retire comfortably hits record high: study

Featured in the Business Insider: $1.27 million is the magic number for retirement, Americans say. The average person has just 7% of that saved.

Northwestern Mutual's New Client Website

Why sign-up? The new client website is a one-stop-shop for your financial management featuring:

  • Financial Dashboards
  • Account Aggregation
  • Budgeting Tools
  • Self-service & Bill Pay
  • Paperless Financial Management

Learn more about the registration process:

Ready to work together?