Your Goals Are Our Priority
At Moffatt Financial Strategies, we don’t have a preconceived idea of your needs. Instead, we ensure that your goals guide our recommendations and determine the strategies we use. We help you put together a solid plan with an emphasis on written goals and objectives. We find that written goals not only help direct your investment plan, but act as a measure for your success, providing an objective benchmark during turbulent times.
We Take Time to Determine Your Goals
We believe that it takes time to ascertain your goals, to ensure good communication, and to get comfortable with a financial advisor. That’s why we take time to truly listen to our clients. We don’t even make recommendations during our first consultation. We make sure we understand your needs by talking with you before deciding on a direction.
Our Passion Helps You Obtain Your Goals
When you choose Moffatt Financial Strategies, you have the advantage of working with a small, dedicated team of financial professionals who are passionate about managing your financial wellbeing. We believe that together, we can tailor your financial plan to your individual situation to help you pursue your goals. Start working toward your goals today with the team at Moffatt Financial Strategies, LLC.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
An inside look at how marginal income tax brackets work.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Bonds may outperform stocks one year only to have stocks rebound the next.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Have you explored all your options when it comes to managing your taxable income?
How do the markets usually react to elections? Was the 2016 election any different?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Are you ready for retirement? Here are five words you should consider.