OUR MISSION
At Artisan Financial Strategies, we help our clients bring their business, personal and financial goals into focus, then recommend appropriate actions to meet them. Working exclusively with owners of privately held businesses, corporate executives and high net worth individuals, we service the asset management and estate/business succession needs of our clients. We draw on our extensiv
e experience and unparalleled resources to provide recommendations geared toward the accomplishment of our clients' objectives. OUR PROCESS
Through our comprehensive planning process, we help our clients identify their complex goals and objectives and work with them to get their financial decisions into one coordinated playbook. Acting as the quarterback, we work alongside their team of other advisors, including attorneys, CPAs, and bankers, to incorporate the numerous aspects of their financial life into a fluid, targeted plan. With regular reviews, we monitor and adjust the components of the plan throughout the changing seasons of life, their evolving priorities and goals, and various economic cycles. OUR SOLUTIONS
The solutions and strategies we recommend depend upon each client’s personal circumstances and objectives. We regularly make recommendations that can help our clients achieve one or more of the following benefits:
• Realistic approach to wealth accumulation
• Enhanced retirement security
• Reduced investment risk
• Increased investment cash flow
• Improved monthly cash flow
• Reduced taxes
• Better understanding of options and benefits
• Coordination of personal and business assets
• Reduced insurance costs
• Enhanced wealth preservation
• Improved family wealth transfers
• Enhanced utilization of company planning
Meredith Moore is an agent licensed to sell insurance through New York Life Insurance Company, may be licensed with various other independent unaffiliated insurance companies in the states of Georgia, New York, Florida and North Carolina. No insurance business may be conducted outside the states referenced. Meredith Moore is a Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. 10896 Crabapple Road, Roswell, GA 30075. In this regard, this communication is strictly intended for individuals residing in the states of Georgia and Florida. No offers may be made or accepted from any resident outside the specific states referenced. Moore and Associates Wealth Management is not owned or operated by NYLIFE Securities LLC or its affiliates. *Meredith Moore is also separately registered as an investment adviser representative under Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of Georgia, Florida, and New York. As such, these services are strictly intended for individuals residing in Georgia, Florida, New York and South Carolina. Meredith Moore is licensed to offer mutual funds and variable products. Market Watch information is provided for informational purposes and is not considered an offering of securities. Neither Artisan Financial Strategies, its employees nor Eagle Strategies LLC, or its subsidiaries and affiliates, offers provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional regarding your particular situation.
