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who we are
The Financial Team, Inc. is a client-centric, high touch team of CFP®s, CPAs and Enrolled Agents who have passionately served clients since 1996.
The Financial Team, Inc. is a client-centric, high touch team of CFP®s, CPAs and Enrolled Agents who have passionately served clients since 1996.
what we do
how we are different
YOU FIRST |
TEAM APPROACH |
BEHAVIORAL FINANCE |
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You First We start with what is important to you and dig deeper to understand your goals and what keeps you up at night. TFT was founded on the principles of the Fiduciary Standard
A fiduciary is a person or organization that acts on behalf of another person or persons, putting their clients' interest ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the other's best interests.
from our inception in 1996, where doing what is in your x Best Interest
Regulation Best Interest (BI) is a 2019 Securities and Exchange Commission (SEC) rule that requires broker-dealers to only recommend financial products to their customers that are in their customers' best interests, and to clearly identify any potential conflicts of interest and financial incentives the broker-dealer may have for the sale of those products.
comes naturally.
x TEAM Approach Together Everyone Achieves More. We believe that specialization and collaboration are the keys to a successful financial plan. We combine our expertise with a highly skilled team of strategic partners to deliver customized strategies that dovetail into your holistic financial plan. Behavioral Finance Behavioral Finance relates to the influence of how biases affect judgement. Uncovering your True North - your calling of what you want to accomplish in life by understanding your values, beliefs and purpose and developing a map toward your desired outcome. TFT’s in-depth process helps you frame the actual concerns so that together we can make rational decisions even in the most stressful of moments. |
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your success is our only mission
Investment Adviser Representative offering advisory services through The Financial Team, Inc., a California Registered Investment Adviser. Securities offered through JRL Capital. Member FINRA/SIPC. The Financial Team, Inc., and JRL are unaffiliated entities.
