Our Mission

We help business owners and their families flourish for generations.

Our Story

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.

Our Commitment

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

Our Team

Moffatt Financial Strategies

Derek J. Moffatt, CFP®, CExP™

Principal and Financial Advisor

(682) 747-0134

(817) 336-6303

derek@moffattfs.com

Jennifer Moffatt

Business Development Director

(682)747-0134

jennifer@moffattfs.com

Sylvia Hill

Executive Assistant

682-747-0134

sylvia@moffattfs.com

Linda Banfy

Client Service Associate

(682) 747-0134

Brandy Barela

Client Service Associate

(682) 747-0134

(817) 336-6303

Joslin Burr

Business Relationship Lead

(682) 747-0134

jburr@tnfa.net

RIA Relationship

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.