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.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Don't let procrastination keep you from pursuing your financial dreams and goals.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
What can be learned from the savings rate?
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
There are ways to improve your physical fitness without denting your fiscal fitness.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This calculator helps estimate your federal estate tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A bucket plan can help you be better prepared for a comfortable retirement.
Women must be ready to spend, on average, more years in retirement than men.
Do you have causes that you want to support with donations? Here are three tips.
There’s been a lot of talk about Tax Reform. What might it look like?
There are three things to consider before dipping into retirement savings to pay for college.