Meet Michael Moffat
Financial decisions are personal. My aim is to help you understand your options and see how planning, investments, retirement and family protection fit together.
A conversation before a commitment
We start with your questions and priorities. Then we explain the services, costs and next steps so you can decide whether working together makes sense.
One picture. Connected decisions.
Explore financial planning, investment management, retirement planning, life insurance and Medicare in the context of your goals.
Investment advisory services are offered through West Wealth Group, LLC. Insurance coverage is subject to policy terms and eligibility.
Clarity at every step
You deserve explanations you can understand. We discuss your options, their costs and limitations, and how each decision relates to what matters to you.
A plan that can change with you
A new job, a growing family or retirement can bring new questions. Your priorities guide the conversation as we consider what needs attention next.
Get to know your advisor
Work with Michael Moffat to explore your financial questions. Before beginning, we will explain the capacity in which services are offered and the scope of any proposed work.
Michael Moffat
Investment Advisor Representative
CRD #8313572 | NPN #9588628
Get in touch
630-749-2539
info@moffatfinancial.com
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West Wealth Group Form CRS
Services are offered nationwide only where Moffat Financial and its representatives are properly licensed, registered or otherwise authorized to conduct business.
Investment advisory services offered through West Wealth Group, LLC, an SEC Registered Investment Adviser. Investing involves risk, including loss of principal.
General education, not personalized investment, tax or legal advice. Insurance and annuity guarantees depend on policy terms and the issuing insurer’s claims-paying ability. Annuities are not FDIC insured.
