We Believe you should have your own financial team
Moore Financial Service Group, LLC
A family of companies serving the financial needs of Americans in a more synergistic way – by bringing together key resources needed to “build a better life”.
1984
The beginning
We started our business with one simple focus – help consumers save money on life insurance. But ‘buy term and invest the difference’ strategy was not enough to achieve financial success.
1993
Cash Flow Management
We created a Cash Flow Management System to help our clients learn to use money efficiently,
reduce or eliminate unnecessary expenses and use those savings to build a retirement nest egg. (We have found that most individuals transfer their wealth away before they need to).
2004 - Present
Life Planning System
We created the Integrated Financial Life Planning System (I-FLP©) to add to our position of being an innovative advocate for our clients. This is a unique proprietary system that takes a holistic approach to financial planning by broadening the conversation from just money to how money can be a key component of successful living. This step-by-step process is a journey of awareness, exploration and empowerment. The outcome of the process is a simple and robust Financial Life Planning system that outlines the strategies, tools and tactics for accumulating, retaining and transferring wealth.
In addition to our three companies we have strategic relationships with trusted partners around the country who bring expertise in Estate Planning, Long Term Care Insurance, Business Valuation, Real Estate, Forensic Accounting, Cost Segregation and College Planning.
This gives our clients unparalleled access for the best solutions to the complex issues they face – whether it is implementing tax reduction strategies for business, or designing a retirement portfolio that will generate a predictable income stream throughout their golden years.
Moore Financial Service Group, LLC
Moore Financial Planning Advisors, LLC
(Registered Investment Advisor)
-Regulated by Florida Office of Financial Regulation
Provides retirement, financial & investment planning, cash flow management
Interactive Financial Network, Inc
(Insurance & Risk Management)
-Regulated by Florida Department of Insurance
Provides annuities, insurance & risk management
IFN Business & Tax Services
(Tax Planning & Preparation)
-Regulated by IRS (internal Revenue Service), e-file Provider
Provides tax planning strategies for wealth building