Broker Check

515 Houston Street
Suite 651
Fort Worth, TX 76102

LinkedIn

Derek J. Moffatt, AWMA

(682) 747-0134

 
The Cycle of Investing Your DNA Test Events on Wall Street Perception vs. Reality

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.

Helpful Content

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

Is a Variable Annuity Right for Me?

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

When Should You Take Social Security

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

 

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

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?

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

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