Torgerson Financial Group

Torgerson Financial Group

2 hires on Thervo
2 employees
31 years in business

About this pro

We do tax consultations and tax preparations for both individuals and corporations.  We also are licensed for investment and insurance products.

The insurance products include self managed retirement plans for owners of small corporations that can defer the earnings of the corporation in which the total amount of the deferred comp plan is 100% deductible.

I am an Enrolled Agent and also a Certified Estate Planner, with the designation of a Fraternal Insurance Cordinator.

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What is your typical process for working with a new customer?

Personal interviews and a review of past tax returns.  If an investment or insurance prospect, I will do a free consultation by completing a detailed anallysis of the current investments and or course a rating on the customers goals and their risk tolerance.

What education and/or training do you have that relates to your work?

Degree from Minnesota in Business, Post graduate work at Minnesota for Taxes and Harvard University for post graduate work in Financial Management

Services offered

Financial Advisors Business Tax Preparation Individual Tax Preparation Tax Preparation Services Tax Accountants