Moore Financial Strategies is a comprehensive, fee-only personal financial planning firm. Our services include tax preparation and planning, financial planning, goal setting, estate planning, insurance review, and investment counseling.
Most financial planners, even those who say they are comprehensive, actually focus on investment management. That is the basis on which their fees are based, and how they rate their performance.
As Fee-Only Advisors, we do not accept any third party payments, commissions, or charge a percent of assets under advisement. We provide comprehensive services for an annual retainer fee, which includes multiple meetings per year.
Financial Planning is a process, not an event, and we work closely with our clients to ensure all aspects of their financial life are in proper order. We assume a fiduciary role for our clients, acting solely in the best interest of our clients, eliminating the inherent conflicts of interest which may exist in the financial industry.
Whether you plan to retire next year or in twenty years, we can help you to develop and implement a comprehensive financial plan that supports you in building a secure financial future.
Please look through the rest of our site to learn how fee-only financial planning can help you achieve financial independence.
