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.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Bi-Weekly Payments

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Long-Term-Care Protection Strategies

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Tax Management Strategies

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

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Have you explored all your options when it comes to managing your taxable income?

Can Election Results Predict the Market?

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

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Events on Wall Street

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Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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