About Us

TEAM Financial Group is an organization specializing in Retirement and Financial Planning for Texas educators, state employees, and non-profit organizations. We educate employees on their state benefits and federal tax law entitlements.
Assisting you with your retirement planning needs is not merely an event that is “over and done”. TEAM Financial realizes it is a partnership – a financial agent providing guidance year after year. We understand that a long term, consistent investment and savings plan is a key to progress. Make it easier on yourself. Simplify what may seem complicated by asking the financial agents that provide encouragement, support and knowledge to help you reach your financial goals and dreams.

Services provided by TEAM Financial Group to Public Schools, State Employers and Non-Profit Organizations

  • Educational workshops for staff and employees
  • Individual financial reviews with employees to assess their financial goals
  • 403b/Roth 403b/457/College Savings Plans/Life Insurance
  • Assist with Third Party Administration Set Up
  • Assist in developing required Plan Documents (403b/457) 

Many educators are NOT retiring with the same lifestyle they have today. We want that to change. Start by paying yourself first!

 


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Products & Services

 

Life Insurance

Insurance is essential to any comprehensive financial security plan. If tragic events like death, disability or critical illness strike, insurance can protect you and your family from undue hardship. Some life insurance policies also provide tax-advantaged savings that you can draw on to achieve...
 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations. For one, people are living longer. A person who turns 65 today could be expected to live as many as 20 years in retirement as compared to a retiree in 1950 who lived, on average, an...
 

Managing Your Finances

Saving Depending on your stage of life, chances are you’ll have a distinct approach to saving. New graduates or young couples have different needs than retirees or mid-career families. But no matter your personal situation, we can help you develop financial habits that will lay a strong foundation...

Meet Our Team

As a Managing Member of TEAM Financial Group, Eric has spent over a decade working in the insurance and personal finance business. Having graduated from Texas State University in...

Bob Burnes has been a practicing insurance & financial agent since 2004. As a Managing Partner of TEAM Financial Group he takes pride in taking care of his client’s ever changing...

Frank Bludau has served as an insurance and financial agent since 2003. He graduated from Oklahoma State University in 2000 with a bachelor’s degree in Marketing and enjoyed 4...

David has been helping residents of central Texas with their life insurance and retirement needs for two and a half years. Although he is fairly new to the business, David has...

Robeli Garcia joins TEAM after 14 years in the field of education. His career in education began with teaching junior high math and expanding to include technology applications....

As office manager of the Kyle Branch of TEAM Financial Group, Rebecca has been working closely with clients since 2007.  In 2015, Rebecca became licensed to personally provide...

 

HOW CAN WE HELP YOU?

FIND OUT HOW CAN WE HELP YOU REACH YOUR FINANCIAL FREEDOM.

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