Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™

Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™ Email and Phone Number

Founder and CERTIFIED FINANCIAL PLANNER™ (CFP®) @ Twin Cities Wealth Strategies, Inc.
Saint Paul, MN, US
Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™'s Location
Greater Minneapolis-St. Paul Area, United States, United States
Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™'s Contact Details

Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™ work email

Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™ personal email

Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™ phone numbers

About Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™

Want to learn about current events and financial topics in a more entertaining and fun-to-read way? Sign up for my email list today. I promise it is unlike any other financial newsletter you have read! Plus, I'll send you a couple of free bonuses just for signing up!https://bit.ly/3zaCeIVWHAT I DO: I help busy professionals, entrepreneurs, and small business owners align their values with their money by utilizing the EVOKE™ Financial Planning process allowing them to live a life with breakthrough levels of freedom and satisfaction.I CAN HELP YOU:✔ORGANIZE your personal and business financial life, allowing you to make smarter decisions✔REDUCE financial stress, allowing you to enjoy life instead of fearing or constantly worrying about it✔PROTECT what’s most important to you, your family, or your business regardless of what life throws at you✔BUILD a robust plan for your money that reflects your unique values and dreams all while allowing you to keep more of your hard-earned money instead of tipping Uncle Sam more than he deserves✔RECLAIM valuable time to spend doing what you enjoy most with those you want to enjoy it with✔ACHIEVE your dreams through personalized advice and strategies✔LIVE LIFE ON YOUR TERMS instead of living it based upon how others want or expect you to liveHOW I DO IT DIFFERENTLY: I work collaboratively with my clients and their other trusted advisors by utilizing the EVOKE™ Financial Planning Process that enables them the freedom to live life on their own terms. It is Financial Planning done right!HOW I GET PAID: As a Fee-Only Financial Planner, I am compensated only by the fees I directly charge clients and not by commissions or kick-backs earned from the sale of insurance or a financial product. Therefore, I have no inherent conflicts of interest which allows me to provide more comprehensive advice to my clients. Fee-Only advisors conduct our business under a “fiduciary duty,” which means by law, we legally must have our clients’ best interest at heart.email: dana@tcwealthstrategies.comphone: (763) 445-2772text: (612) 712-4801website: https://www.tcwealthstrategies.comDisclosure: All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services.

Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™'s Current Company Details
Twin Cities Wealth Strategies, Inc.

Twin Cities Wealth Strategies, Inc.

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Founder and CERTIFIED FINANCIAL PLANNER™ (CFP®)
Saint Paul, MN, US
Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™ Work Experience Details
  • Twin Cities Wealth Strategies, Inc.
    Founder And Certified Financial Planner™ (Cfp®)
    Twin Cities Wealth Strategies, Inc.
    Saint Paul, Mn, Us
  • Twin Cities Wealth Strategies, Inc.
    Founder And Certified Financial Planner™ (Cfp®)
    Twin Cities Wealth Strategies, Inc. Jan 2017 - Present
    Twin Cities Wealth Strategies, Inc. provides financial planning services to clients in the Minneapolis - St. Paul metro area and all across the country. We provide simple solutions to your complicated financial life 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 their 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 • 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
  • Financial Dimensions Group, Inc.
    Independent Financial Advisor
    Financial Dimensions Group, Inc. Jul 2005 - Feb 2017
  • Royal Alliance Associates Inc
    Independent Financial Advisor
    Royal Alliance Associates Inc Jul 2005 - Feb 2017
    Jersey City, New Jersey, Us
  • Metlife Financial Services
    Financial Advisor
    Metlife Financial Services Feb 2003 - Jul 2005
    New York, Ny, Us

Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™ Skills

Financial Planning Business Planning Wealth Management Investment Strategies Retirement Planning Estate Planning Annuities Investments Retirement Mutual Funds Long Term Care Securities Asset Management Portfolio Management Insurance Protection Trusts Investment Advisory Small Business Succession Planning 401k Long Term Care Cash Flow Employee Benefits Fixed Income Financial Analysis Equities Planning Asset Allocation Asset Protection Financial Advisory Financial Markets Due Diligence Wealth Pensions Disability Insurance Benefits Term Life Insurance Wealth Accumulation Retirement Income Strategies Series 7 Ira's Savings Stocks Wealth Transfer Insurance Planning Wealth Preservation Personal Finance Money Debt

Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™ Education Details

  • University Of St. Thomas - Opus College Of Business
    University Of St. Thomas - Opus College Of Business
    Financial Planning
  • Gustavus Adolphus College
    Gustavus Adolphus College
    Sociology/Anthropology And Business Management

Frequently Asked Questions about Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™

What company does Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™ work for?

Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™ works for Twin Cities Wealth Strategies, Inc.

What is Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™'s role at the current company?

Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™'s current role is Founder and CERTIFIED FINANCIAL PLANNER™ (CFP®).

What is Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™'s email address?

Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™'s email address is oo****@****ail.com

What is Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™'s direct phone number?

Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™'s direct phone number is +165129*****

What schools did Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™ attend?

Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™ attended University Of St. Thomas - Opus College Of Business, Gustavus Adolphus College.

What are some of Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™'s interests?

Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™ has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Politics, Education, Environment, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief.

What skills is Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™ known for?

Dana J. Menard, Cfp®, Rlp®, Cepa®, Cbda℠, Cdaa™ has skills like Financial Planning, Business Planning, Wealth Management, Investment Strategies, Retirement Planning, Estate Planning, Annuities, Investments, Retirement, Mutual Funds, Long Term Care, Securities.

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