Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

At Moff and Associates we provide help in the following areas:

Investments

SEP
Simple IRA
Educational IRA
Roth IRA
Traditional IRA
Common Stock*
Full Services Brokerage Accounts*
Government Securities*
Treasury Securities*
Bonds

Insurance

Annuities
Fixed Annuities
Variable Annuities*
Life
Long Term Care
Disability Income

We have knowledgeable financial advisors that will help in

Asset management
Retirement plans
401 (k) planning
Money purchasing plan
Profit sharing plan.
Estate planning
Financial Strategies
General Tax Strategies
College Funding
403 (b) Planning
If you have any questions please email or call us.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@moffandassociates.com | (570) 326-2533