Team Financial Strategies
3301 N.E. 3rd
Suite 110
Abilene, TX 76903
Why Team Financial Strategies
Team Financial Strategies is an independent, Fee-Only™ firm that is only paid by its clients and never accepts compensation from any source for recommending a product to clients, therefore advising and acting in the best interest of our clients at all times.
Jody Team, CFP® - Owner/Senior Planner
Jody Team has years of experience in the financial planning industry. In April 2005, he started Team Financial Strategies with a vision of assisting clients in creating comprehensive financial plans. The main focus of these comprehensive financial plans is to generate the returns necessary to meet his client's objectives through a thoughtful, risk conscious portfolio strategy.
Jody has been quoted in various articles as well as interviewed by the news station in Bryan/College Station, TX. He enjoys helping people plan according to their values and develop an investment portfolio that is tailored to meet their objectives.
Jody is a member of multiple associations which offer great opportunities for continuing education.
These associations / memberships also help introduce Jody to new planning techniques and opportunities for clients. Jody is continuously working to stay on the leading edge of changes in law, economy, investment markets and trends in order to help clients. Jody has completed the Crown Financial Ministries, "Certified Budget Counselor" program. These different areas have given Jody a solid foundation to serve various clients.
Our Firm
Team Financial Strategies (TFS) is a Fee-Only™ Financial Planning Firm based in the Dallas-Fort Worth metroplex.
We offer comprehensive financial services including:
- Portfolio Management
- Retirement Planning
- Estate Planning
- Budget/Cash Flow Planning
- Insurance Planning
- Tax Planning
We are set up in a way that allows us to advise and act in the best interest of our clients.
TFS is an independent firm that is only paid by its clients and never accepts compensation from any source for recommending a product to clients. We believe in planning around a client's values. After a period of time in working with a client, their personal mission and goals become our own.
Please fill out the Request Information form to learn more about our services.
Our Mission
Our primary mission is to seek out every opportunity to maximize the potential of our client's current and future assets. We provide the highest level of service in all areas of financial planning.
Being a member of Financial Planning Association, NAPFA, Kingdom Advisors, and a charter member of All Financial Advisors, clients can rest assured that TFS is a trusted firm that keeps their best interests in mind.
Services We Offer
FINANCIAL PLANNING:
Our main objective is to provide comprehensive financial plans for clients that include the client's stated goals and implement a roadmap to meet those goals. As the relationship proceeds, the financial planner will be responsible for gathering information from the client and making changes to the client's plan as necessary. The planner will also keep the client current with the status of their originally stated goals through semiannual or quarterly reviews.
We believe that a comprehensive financial plan is one that includes: cash flow/buget analysis, retirement, insurance, estate and investment plans. Additional planning items include education plans and planning for shorter term goals such as vacations, life events, and special purchases.
INVESTMENT MANAGEMENT:
Investments are the most fluid portion of a financial plan. We will spend ample time analyzing investments and judging the fit of an asset in a client's portfolio. We will help clients stay current on market and economic activity while implementing, monitoring, and revising their investment portfolio.
We believe the successful investor is one who finds investments that are undervalued or out of favor while having solid prospects and fundamentals. Client's portfolios are not set in a static asset allocation. Portfolios are diversified between various asset categories based on a risk/reward analysis.
We recognize that fees play an important role in a client's rate of return. Therefore, we will never invest a client's money in load funds and will evaluate the cost benefit of a mutual funds annual expense ratio before investing. Some funds will have transaction fees depending on the fund family's agreement with the custodian.
INDIVIDUALIZED SERVICES:
We pride ourselves in servicing the unique needs of clients. Therefore, we go above and beyond the norm in financial planning to offer our services in areas such as buying cars, making business decisions, and life planning to service the individual client. Our expectation is to assist our clients in maximizing the potential of all current assets.
Web based planning software allows clients to view their planning and financial information at all times. Client's are provided access to their plan information through this website. This software allows clients to stay abreast of their current situation and financial goals. They also have the ability to store important documents (wills, insurance policies, tax returns, etc.) so it is not necessary to keep hard copies at home.
We look forward to working with you.
NAPFA: The National Association of Personal Financial Advisors is the nation’s leading organization of Fee-Only comprehensive financial planning professionals.
Please be aware that Team Financial Strategies has a portfolio minimum of $250,000 to accept inquiries through this directory.
