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Dana Menard

Financial Dimensions Group, Inc.
Financial Planning

Contact Information:

11272 86th Avenue N, Suite B
Maple Grove, MN 55369
United States
T: (763) 416-8222
F: (763) 416-8239
www.fdg-advisors.com

Years in Business:

 

10

Clients I'm Seeking:

 

I am looking for working professionals and small business owners who don't have the time to navigate their complex financial lives. I will help to provide a comprehensive plan that allows them to concentrate on their families and businesses.

About My Business:

 

I enjoy helping young professionals, families, and small businesses in the Twin Cities Metro Area, by providing personal, caring, and knowledgeable advice to help them clarify their goals and meet their current and long-term financial needs. I help them create a realistic, personalized, investment strategy. Some financial planning objectives may include: * Retirement Planning * Providing retirement & other benefits to employees; * Education Planning * Accumulation Planning * Job transitioning * Protection Planning for loss of income, life, or long-term care * Estate Planning and developing wealth transfer & preservation strategies. As their financial situations change, I help my clients to evolve their financial plan and investment portfolio. My advice is based upon a foundation of disciplined strategies. At the same time, I am continually looking at cutting edge developments in the market place and investments to ensure I am providing my valued clients the best tools and information available to help them successfully accomplish their goals. I believe in flexibility and will consider a wide range of investments before creating the portfolio I feel is best suited to my clients' individual financial objectives. My services include: * Private Money Management & Separate Account Services * Fee-based Asset Management Services * Mutual Funds * Exchange Traded Funds (ETFs) * Stocks and other individual securities * Variable Annuities & Variable Life Insurance * Fixed Income Investments * Direct Investment Programs (REITs) I always offer a free, initial consultation to anyone interested in finding out more about how financial planning can help them or their family. Please contact me for more information! Specialties Retirement Income Planning, Holistic Financial Planning, Values-based Investing, Socially Responsible Investing (SRIs), Morally Responsible Investing. *Please call or e-mail for a free, no-obligation consultation.

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