Full Scope Financial Planning

Our financial advisors take seriously the task of digging deep into as many areas as possible to find financial opportunities for clients. We build an initial comprehensive financial plan for our clients with advice in the areas of Personal Financial Statements, Cash Flow, Retirement Planning, Income Taxes, Investments, Insurance, and Estate Planning. We analyze these areas in a way to help maximize resources for our clients. Team Financial serves clients in a Fiduciary capacity. As such, it is a requirement that our advisors place client interests first.  Once we build the initial plan and make recommendations, we assist the client in implementing the plan, reaching out to other professionals as needed.

Personal Investment Management

At Team Financial Strategies, investing is not an automated process.  We work hard at maintaining strategic investing for clients on a personal level. We analyze the current investments of a client and make changes where necessary to invest where we see strong risk/reward opportunities that can help the overall portfolio achieve the goals set forth in the financial plan. Our investment team meets on a quarterly basis to discuss investment opportunities, changes in the investment landscape, macro-economic trends and risk mitigation strategies for clients. Our firm utilizes client risk scores assigned to each client along with information from our investment team meetings to allocate client funds. In order to meet the desired risk/reward profile for a client, our team will utilize diversified investments including traditional mutual funds, exchange traded funds, individual stocks, bonds, and alternative investments. If you would like to see your risk score, please utilize our questionnaire. 

Life Event Planning

In the midst of major life events people often consider their finances. Our team has experience helping clients through major events including:

  • Estate Probate 
  • Business Transactions 
  • Charitable Planning 
  • Gifting Strategies 
  • Inheritance 
  • College Planning 
  • Divorce