As an independent and proactive firm, we are passionate about understanding what is most important to you — with that understanding, we work with you to develop a long-term financial strategy that aligns your most important goals and deeply held values.
Representatives are registered with and offer only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. 93013, (800) 874-6910. MFG & Insurance Services Inc. DBA Moffat Financial Group & Insurance Services and Planmember Securities Corporation are independently owned and operated companies. PlanMember is not responsible or liable for ancillary products or services offered by MFG & Insurance Services Inc. DBA Moffat Financial Group & Insurance Services or these representatives. Clark G. Moffat CA Insurance Lic #0603291, Jared S. Johnson CA Insurance Lic #0E46349.