Theresa (Tess) Rowland (CFP®, CPA/PFS)
Theresa (Tess) Rowland focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Estate & Generational Planning Issues
- Hourly
- Investment Advice with Ongoing Management
- Investment Advice without Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Additional Information
T Rowland Financial Services (TRFS) provides hourly, as-needed financial planning and consultative services. TRFS partners with individuals, couples, and small businesses. Our time together and services provided can range from a single meeting to address a specific area such as portolio reviews, 401(k) investment fund choice evaluations, to continuous on-going services such as broad-based and retirement planning, portfolio constructions, investment advice, and assisting with company-sponsored retirement plans that encompass all aspects of your financial life.
We are located in Lac du Flambeau, WI and Chicago, IL and we also enjoy working virtually via web meeting, with clients across the USA.
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NAPFA Start Date
March 30, 2017