Maple Grove

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Financial Planner
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Dana Menard, CFP®, RLP®, CEPA®, CBDA℠, CDAA™

Founder and Lead Financial Planner, Twin Cities Wealth Strategies, Inc.
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, Crypto Investing, College Admission and Financial Aid, College Savings, Debt Consolidation, Disability insurance, Employee Benefits, Estate Plans, Financial Therapy, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
I love working with women because I am the father of three daughters and I want them to feel empowered when it comes to personal Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
  • Business Planning
  • Business Succession Planning
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Personal Tax Planning
  • Tax Preparation
  • Wealth Protection
  • Wealth Preservation
LOCATION
11670 Fountains Drive, Suite 200
Maple Grove
Minnesota
55369
United States
SERVING:
All 50 States
Virtual Appointments Available
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