Jody  Team

Jody Team

| CFP®

Team Financial Strategies

Fee Only Financial Planner Located in Granbury, TX and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

215 W. Pearl St.
Granbury, TX 76048

1174 N. 3rd St.
Abilene, TX 79601

Jody Team is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Jody Team currently serves as President/Senior Planner of Team Financial Strategies (TFS). TFS is an Independent Registered Investment Advisor with offices in Abilene and Granbury, TX. In this capacity Mr. Team provides fee-only financial planning to retirees and professionals. This includes comprehensive personal financial plans, company retirement plans, charitable planning and ongoing investment management.

TFS does not accept commissions from providers or mutual funds, eliminating conflicts of interest. This allows TFS to evaluate a current plan effectively looking out for the best interest of the plan sponsor and plan participants.

Mr. Team began his career in the financial planning industry in 2001. He has worked with clients considered high-net-worth to savers in the accumulation phase of their life.  The goal is to help clients achieve their financial goals while reducing financial stress.

Mr. Team is a graduate of the Abilene Christian University. During his career he has earned the CERTIFIED FINANCIAL PLANNER designation after passing the CFP; Board exam and meeting all education, ethics, and experience requirements.  Mr. Team has also completed the & Certified Budget Counselor program with Crown Financial Ministries. He is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), and Kingdom Advisors.