Dana J. Menard, CFP®, RLP®, CEPA®


Founder & CEO
Twin Cities Wealth Strategies, Inc.
11670 Fountains Drive #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

Compensation
Fee-Only

RLP ® Since
2019

Industry Start Date
2002