Fee-only Financial Planning
Get the Whole Picture
Comprehensive Financial Planning
MFS offers total comprehensive planning services on a pure flat fee basis. These services include financial goal setting and money management, retirement planning, investment counseling, insurance counseling, and estate planning.
Tax Services and Strategies
The key to legally reducing tax liability is careful planning combined with legitimate tax strategies. We can assess your current and past returns to discover tax saving strategies to maximize your after-tax income.
Small Business Services and Advice
MFS can help businesses from startup to maturity. Services include recordkeeping support, payroll, business entity advice and setup, business tax planning and preparation, and retirement plan selection and set up.
We Can Help at every Stage of Your Financial Journey
Building and preserving your personal wealth requires specialized attention. With MFS, you get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Moore Financial Strategies (MFS) committed to providing the same quality of tax and financial advice typically only offered to wealthy individuals. We provide comprehensive, fee-only financial planning and tax services to individuals and small businesses, which can include financial goal setting, investment counseling, insurance review, as well as estate planning.