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Moffatt Financial Strategies
Moffatt Financial Strategies is an independent, fee-based financial advisory firm headquartered in Fort Worth, Texas, founded by Derek J. Moffatt, CFP®, CExP™. The firm specializes in comprehensive financial planning and wealth management services for individuals, families, and business owners. Their offerings include retirement planning, investment management, estate planning, tax strategies, and business succession planning, all tailored to align with clients’ unique goals and values. Emphasizing a client-centered approach, Moffatt Financial Strategies aims to educate, empower, and enrich clients’ lives through personalized financial guidance and strategic planning.
515 Houston St Ste 651, Fort Worth, TX 76102