Teri Tornroos

Teri Tornroos

Evergreen Financial Planning

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: Financial Planner and Tax Advisor

Offering advice since: 2006

Areas of expertise:

  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Retirement Planning
  • Tax Planning

Further information about Teri Tornroos:

Teri Tornroos, EA is the principal of Evergreen Financial Planning, LLC.

She is a graduate of the Emory University Financial Planning Program and is a candidate for CFP(R) certification. As an Enrolled Agent (EA), Teri is enrolled to represent taxpayers before the Internal Revenue Service. She holds a BS degree from Bates College, Lewiston, Maine. Teri has had varied business experience ranging from corporate to education to tax advisor. She has worked as a systems analyst, an educator and most recently as an enrolled agent providing tax advice and preparation. Through these experiences and working with people from many walks of life, she is aware of the great need so many have for objective financial advice.

Teri lives with her family in Marietta. She is involved in her community. She previously served as PTA president. She volunteers as a Master Gardener in Cobb County, as the treasurer for her daughter's high school track team, and with Junior Achievement in local schools to support Georgia's financial literacy programs.

Compensation and Fee Structures:

Fee-Only Planning. No commissions. Hourly as needed planning. No minimum assets or income.

Licenses, Certifications & Affiliations:

Enrolled Agent, candidate for CFP(R) certification, Registered Investment Advisor, Series 65, Notary.

Member of Garrett Planning Network, NAPFA, FPA

Education:

Bachelors of Science, Bates College
Financial Planning Certificate, Emory University

Will provide references upon request?

Yes


Further information about Evergreen Financial Planning:

Evergreen Financial Planning

(Size of firm: 0-9 advisors)

Evergreen Financial Planning, LLC is located in Marietta, GA, serving Cobb and North Fulton, Cherokee and surrounding Counties. We are a Registered Investment Advisory Firm in the State of Georgia and a member of NAPFA, the Garrett Planning Network and the Financial Planning Association.

Our Mission is to provide objective financial planning to individuals and families and small businesses from all walks of life. We strive to educate our clients as we provide excellent financial and tax advice. Our goal is to help our clients to be confident as they work towards their financial and life goals.

What makes us unique is that we give highly personalized service and charge on an hourly, as needed, basis. We provide easy to execute plans that will be the foundation for your important life goals. We also offer ongoing support and monitoring of these plans with financial checkups to enhance your success. The flexible and personalized approach provides our clients with improved peace of mind about their financial future.


Contact Information for Teri Tornroos

Phone: (678) 763-1372
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Fax: (770) 514-2996

Address for Teri Tornroos:
123 Church St NE
Suite 250
Marietta, GA, 30060

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