Meet Bonnie Moseley, Senior Wealth Advisor
In case you haven't met her yet, we are thrilled to introduce the newest member of our team, Bonnie Moseley!
Read moreHandcraft your future with Moffatt. Moffatt Financial Strategies is the financial concierge for your biggest life transitions.
A fee-based fiduciary located in Fort Worth, Texas, we give high net worth individuals and families clarity for the complex decisions that will define the next 20–30 years of their lives – business exits, retirement and more.
What sets Moffatt apart.
We go deep.
Spending significant time and attention to understand your values, hopes, needs and hesitations.
We take more off your plate.
Coordinating with all your financial consultants and completing tasks so you don’t have to.
We think in real-life terms.
Beyond just portfolio returns or deal prices, we focus on what you actually keep and live on after taxes.
What you’ll get.
Personalized attention. A customized plan. The life you always dreamed of building.
Leave My Business Well
Catch our founder Derek Moffatt’s latest podcast.
Ep. 12: Selling your business to your sons
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In the community
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Leave my business well with Derek Moffatt
Catch our founder Derek Moffatt's latest podcast episode on selling your business to your sons.
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There's More to Value Than Revenue
Revenue and profitability are generally good indicators of your company's strength.
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Retirement Income Planning: How to Turn Your Savings Into a Retirement Paycheck
I once sat across the table from a woman who had worked for 50 years.
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Four Good Questions to Ask Yourself
A big part of being a successful business owner is your ability to ask questions.
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The Election Is Over. What Should Investors Pay Attention to Now?
The election is behind us, and for investors, this is often when the questions begin.
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5 Financial Things to Check Before the Year Ends
The end of the year always seems to arrive faster than expected.
Read moreSee if we’re a fit.
Send a message and we will contact you within one business day.
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