Moffatt Financial Strategies is fiercely committed to preserving and managing wealth for our esteemed clients. We define our role as advocates for individuals, families, and businesses who require highly specialized financial and advisory services. With independence and integrity, the financial and tax planning strategies we provide are based on extensive market research, financial insight, and comprehensive planning experience.
You already know what you want to accomplish. We will partner with you to design a plan that will help you pursue your goals.
Your Goals Are Our Priority“Seek first to understand, then to be understood.” -Stephen Covey
We Take Time to Determine Your Goals“Goals not only help you develop initial motivation by making your dreams obtainable, but they also help you continue to be motivated and that creates momentum.” -John C. Maxwell
Our Passion Helps You Obtain Your Goals“The most difficult thing is the decision to act, the rest is merely tenacity.” -Amelia Earhart
Moffatt Financial Strategies
Principal and Financial Advisor
Client Service Associate
Business Relationship Lead
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
CEO President and Managing Principal
Chief Operating Officer and Partner