Moffat Advisory Group is an independent financial services firm based in Tampa, Florida, focused on evidence-based retirement planning. Its approach draws on retirement income research and practical experience, helping clients make informed decisions rather than relying on market speculation or product sales. The firm works with people preparing for retirement, those already retired, and individuals seeking a second opinion.

Moffat Advisory Group provides personalized planning and guidance on retirement income, taxes, investments and risk, Medicare, long-term care, legacy planning, and wealth preservation. Its process begins with understanding each client’s goals, concerns, and financial situation, then developing a tailored strategy and coordinating implementation, including paperwork and account transfers. The firm emphasizes clear explanations, responsive service, and support as clients’ circumstances change.

Moffat Advisory Group also hosts complimentary dinner events featuring practical retirement education and conversation. These events cover topics such as taxes, income planning, and protecting a legacy. Through its planning services and educational opportunities, the firm aims to simplify complex choices and help clients approach retirement with greater clarity and confidence.