Twin Cities Wealth Strategies, Inc.
11670 Fountains Drive
Suite 200
Maple Grove, MN 55369
United States
Phone: 763-445-2772
Mobile: 612-712-4801
Email: dana@tcwealthstrategies.com
Website: https://www.tcwealthstrategies.com
Training: Active Registered Life Planner® more info
Specialties
Comprehensive Financial Planning, Cash Flow Planning, Retirement Planning, Protection Planning, Tax Planning, Investment Planning, College Planning, Student Loan Debt Repayment Planning, Estate Planning, Business Planning, Business Value Acceleration Planning, Business Exit Planning, Succession Planning, and Sudden Wealth Planning
About Dana Menard
My name is Dana Menard, and I am a CERTIFIED FINANCIAL PLANNER™ (CFP®), Registered Life Planner® (RLP®), Certified Exit Planning Advisor® (CEPA®), Certified Digital Asset Advisor® (CDAA®), a fee-only fiduciary, and the Founder and Lead Financial Planner of Twin Cities Wealth Strategies, Inc.
With over 20 years of experience in the financial services industry, I pride myself on providing trusted financial advice and guidance to busy professionals, business owners, entrepreneurs, and families so they can concentrate on the things that matter most to them.
I genuinely believe everyone’s financial situation is unique, and they have a right to a trusted advisor who puts their interests first. When working with my clients, I focus on creating long-term relationships. Together, we collaborate to create a financial life plan that addresses their immediate and long-term financial concerns and empowers them to live a lifestyle they love.
When I’m not working, I spend as much time as possible with my closest friends and family, as they are the most important things to me. My wife, Sonja, our three daughters, and I enjoy reading books, watching movies, binging Netflix, exercising, partaking in various family games and activities, and appreciating the outdoors and all that nature has to offer at the family cabin. I also volunteer my time between a couple of local non-profits. The first is the Maple Grove Lions Club, a service organization that sponsors many programs and events that raise money for our local community. The second is BestPrep, a Minnesota-based non-profit that prepares students with business, career, and financial literacy skills through hands-on experiences that inspire success in both work and life.
Ideal Clients
We do our best work for:
• Busy professionals, small business owners, and entrepreneurs who want to align their wealth and resources with their life goals and values
• Those who appreciate proactive and professional advice backed by peer-reviewed academic evidence and economic theory, not cookie-cutter advice or product sales
• Those who understand that taxes will be the single largest expense over their lifetime and want to strategically pay the least amount of tax they are legally required to
• Those whose situations are becoming more complicated and realize they can no longer afford to do it themselves
• Those who prefer to delegate every aspect of their financial life to a professional and want an accountability partner
Compensation
Fee-Only - Flat Rate - Retainer Fees - Assets Under Management (AUM)
RLP ® Since
2019
Industry Start Date
2002