Home
Who We Are
What We Do
Leave My Business Well
- Leave My Business Well Podcast
- Blog
Resources
Contact
Client Login

Let's Talk

Your first appointment is a no cost, no obligation meeting. We'll get to know each other and determine if it makes sense to work together.

Name

Email

Address

Phone

Message

Thank you!

Oops!

Contact

Office: (682) 747-0134

425 Houston Street,

Suite 575

Fort Worth, TX 76102

derek@moffattfs.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2024 FMG Suite.

Website content property of Moffatt Financial Strategies unless otherwise noted.

Investment advice offered through Moffat Financial Strategies a registered investment advisor.

Moffatt Financial Strategies ("MFS") is an SEC registered investment adviser located in Fort Worth, Texas. MFS and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which MFS maintains clients. MFS may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. MFS's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of MFS's web site on the Internet should not be construed by any consumer and/or prospective client as MFS's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by MFS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of MFS, please contact the SEC or the state securities regulators for those states in which MFS maintains a notice filing. A copy of MFS's current written disclosure statement discussing MFS's business operations, services, and fees is available from MFS upon written request. MFS does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to MFS web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by MFS), will be profitable or equal any historical performance level(s).

Certain portions of MFS's web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, MFS (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from MFS, or from any other investment professional. MFS is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if MFS is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of MFS by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to MFS's web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from MFS, or from any other investment professional.

Moffatt Derek ADV Part 2B

MFS Client Relationship Summary