Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Moffatt Financial Strategies
Client Service Associate
Principal and Financial Advisor
Business Development Director
Business Relationship Lead
Chief Operating Officer and Partner
CEO President and Managing Principal
Strategic Financial Concepts, LLC (SFC) is an investment advisory firm registered with the SEC. SFC has a network of advisors that offer investment advisory services. Investment advisory services, brokerage services and fees differ. It is important for the retail investor to know the difference. Free and simple tools are available to research firms and financial professionals at Investor.gov/CRS, which also provides educational materials about broker-dealers, investment advisors, and investing.
Strategic Financial Concepts