Moffatt Financial Strategies, LLC.

It's about more than money. It's about your life.

Financial planner in Fort Worth, TX (show on map)

4.0

★★★★☆

3 reviews

Strategic wealth management, full spectrum financial planning, and business exit planning for individuals, families, and business owners.

Call (682) 747-0134

Navigate to Visit website

About

Moffatt Financial Strategies supports clients' visions for the future through strategic wealth management, full spectrum financial planning, and tailored business exit planning. The firm integrates investment management, tax efficiency, risk management, philanthropic strategies, and exit planning to address the full scope of clients' financial lives, ensuring personalized, forward-looking strategies that adapt to changing markets and life transitions.

Strategic, integrated approach to wealth management

Full spectrum financial planning

Specialized business exit planning

Services

Strategic Wealth Management

A disciplined, strategic approach that aligns investments, tax strategies, and risk management with clients' broader objectives.

Investment strategy and portfolio management Tax-aware investment planning Risk management and insurance analysis Retirement income strategies Charitable and philanthropic planning

Full Spectrum Financial Planning

Addresses the full spectrum of financial needs, integrating them into a cohesive, evolving plan.

Cash flow and debt management Education and family support planning Estate and trust coordination Tax planning in collaboration with advisors Contingency and liquidity planning

Business Exit Planning

Guides business owners through preparing for, maximizing value, and minimizing tax impact of business transitions.

Business valuation and readiness assessment Tax-efficient sale structuring Integration with personal wealth planning Succession planning and leadership transition Post-exit investment and income strategies