Personal Services

We’ll help you and your family reduce taxes and protect the assets that you’ve worked so long to build.
Working together we’ll define your goals and create a comprehensive financial plan that will work within your budget.
These are just a few of the personal services that Alexander R. Menzies can provide:

h

Personal Retirement Plan

Family Partnerships

Investment Analysis

Estate Planning

Money Management

k

College Education Funding

w

Post Divorce Action Plan

Trust Funds

i

Succession Planning

o

Tax Planning & Preparation

Look No Further. Get Started Today