Jody Team
the Texas Fund - Portfolio Manager at Team Financial Strategies
Based in Abilene, United States
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Seniority
Manager
Department
Finance & Accounting
Location
Abilene
Industry
Financial Services
Company size
12
Contact information
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j•••••••@teamstrategiesonline.com
Phone
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Background
About Jody Team
I have worked in the financial planning industry for 14 years. I enjoy working with individuals in ongoing realtionships so I am there to help and already know the financial picture when one of those big "life financial moments" arrive. In putting together Team Financial Strategies one of my objectives was to create an avenue for young professionals to get financial planning advice catered to their situations while continuing to offer more traditional services to those nearing retirement. It is my opinion that financial planning is more than putting together a retirement plan. Ongoing planning should help one recognize what is important to them and work towards making a difference in that area. Whether they are in the process of accumulating wealth, have inherited wealth, or have come into wealth by other means the objective of my firm is to work with them to make sure that their finances make a positive impact on their life.
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