Who We Are

Team Financial Strategies is a Fee-Only Financial Planning firm with locations in Abilene, TX and Granbury, TX. We are an independent firm that believes in planning around a client's values, and therefore are only compensated by our clients.

Being an RIA (Registered Investment Advisor) means that Investment Management is what we do. However, in addition we also provide other key financial planning services that are vital to your financial success.  See all of our Services.

 
  
Recognized in 2008 as one of the "Top 10 Most Dependable Wealth Managers in Texas" by Forbes.In an October 2007 article of Business Week titled "How To Protect Your Portfolio", Jody discussed trying to take protective measures.