Twin Cities Wealth Strategies, Inc.

About Twin Cities Wealth Strategies, Inc.

As a Fee-Only Financial Planning firm, we understand that each client has a unique situation. That's why our Financial Life Planning process focuses on establishing a tax-smart plan that clearly defines your goals, addresses all aspects of your life, and helps you make financial decisions with confidence. Like going to the doctor, we first check your financial vitals before making any recommendations. As sworn fiduciaries, we provide services created with your best interests in mind—NOT product sales. Our investment approach is grounded in Nobel-winning economic theory and is backed by decades of empirical research. We use evidence-based investing to help you meet your goals by employing low-cost, tax-efficient funds so you can keep more of your hard-earned money. Every financial decision you make has a tax effect, and together with our team of CPAs, we proactively identify planning opportunities throughout the year to help reduce your lifetime tax bill. Our services include: - Financial Life Planning - Business Planning - Exit Planning & Value Acceleration - Investment Management - Tax Planning & Tax Prep - Retirement & Social Security Planning - Estate Planning - Digital Asset Planning Schedule a time to chat here: https://strategizewithdana.com Keep up with us here: https://alexa-skills.amazon.com/apis/custom/skills/amzn1.ask.skill.c5b4bcff-f86a-4db5-8cb6-8190368a0718/launch