Team Financial Strategies is a Fee Only financial planning and investment advisory firm registered with the State of Texas. We focus on planning around the client's needs. Our firm structure allows us to work diligently on behalf of the client with the client's interest in mind. We do not sell any products and receive no commissions or kick-backs of any kind. We offer a no cost initial meeting.
We can help you develop and maintain a financial plan to put you on track for retirement, help
you plan for big events or life changes, and simply make sure your money is being managed most effectively. Our investment management process is geared first to manage risk to avoid large losses much like an endowment would be managed. Steady, compounding returns is the way to investment success.
If you decide to become a client we manage investments and financial planning matters on an ongoing basis. We charge a fee in arrears at the end of every quarter for our services.
... moreless ...