Dana J. Menard| CFP®
Twin Cities Wealth Strategies, Inc.
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Maple Grove, MN 55369
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Dana Menard is a Minneapolis, MN Fee-Only Financial Planner located in Maple Grove and serving clients locally and across the country. Twin Cities Wealth Strategies, Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Dana Menard is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Dana is a CERTIFIED FINANCIAL PLANNER (CFP®), a fee-only fiduciary, and the Founder and CEO of Twin Cities Wealth Strategies, Inc. With over 15 years of experience in the financial services industry, he provides trusted financial advice and guidance to busy professionals, business owners, medical professionals, entrepreneurs, and families so they can concentrate on the things that matter most to them. Dana believes that everyone’s situation is unique and that they have a right to a trusted advisor who puts their interests first.
In his spare time, Dana is very active in the local community. He is a sought-after speaker to local groups, companies, and schools on the topic of financial literacy. Dana resides in Maple Grove, Minnesota with his wife, Sonja, and three daughters, Isabel, Gianna, and Jessica.
Twin Cities Wealth Strategies, Inc. is an independent, NAPFA-registered, fee-only Registered Investment Advisor (RIA) serving clients in the Twin Cities and all across the country. We provide simple solutions to your problems and do not concentrate on product sales. We specialize in providing objective and competent financial planning services to help our clients manage and protect all that they have worked so hard to build over the constantly changing and complicated lives, allowing them to live the life they want on their own terms.
How is Twin Cities Wealth Strategies Different?
- We offer virtual services so you can connect with us from anywhere, regardless of physical location
- We use the latest technology to assist you in keeping track of your financial situation
- We provide a transparent and easy-to-understand fee structure that makes more sense for most people’s budget. We offer a flat, affordable monthly fee structure and do not charge commissions
- We are a sworn fiduciary firm and uphold a fiduciary oath to always work in our clients’ best interests
- We are a comprehensive financial planning firm, meaning we do much more than just investment management