Derek Moffatt
Moffatt Financial Strategies
Fort Worth, Texas
Contact
How to contact
682-747-0134
Professional Profile
Call Me When
a business owner is planning for growth, succession, or sale, and seeking coordinated wealth management before and after an exit.
Professions
Wealth Manager
Functional Expertise
Investments
Retirement
Exit/Transition Planning
Business Focus
Wealth Management and Exit Planning
Professional Certification
CFP (Certified Financial Planner), CExP (Certified Exit Planner)
Transition Planning Certification or Methodology
Business Enterprise Institute - Certified Exit Planner
Client Industries
Business Services
Real Estate/Construction
Retail
Client Results
Helping business owners grow value, prepare for transition, optimize after-tax proceeds, and achieve their personal financial goals.
Advisor Resource Relationships
BEI
Capitaliz
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