Joseph Team (CFP®)

Joseph Team focuses in the
following client markets or areas of practice:

Charitable Giving

Estate & Generational Planning Issues

High Net Worth Client Needs

Investment Advice with Ongoing Management

Middle Income Client Needs

Retirement Plan Investment Advice

Planning Specialties

Jody Team currently serves as Owner/Senior Planner of Team Financial Strategies (TFS). TFS is an Independent Registered Investment Advisor. 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 has eight years of experience in financial planning. He has worked with clients considered high-net-worth to savers in the accumulation phase of their life.
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.

Additional Information

In his career Mr. Team has been mentioned in various articles and conducted interviews for television involving Financial Planning and investment management. He also conducts financial planning presentations in the local area. He is married to Rachel Team and has two girls, Emma and Audrey.