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About Us

Focused On You – And Only You

Welcome to Moshides Financial Group, a trusted financial advisory firm located in Amherst, New York. Since our establishment in 1987, we have been dedicated to building meaningful and long-lasting relationships with our clients. Our mission is to guide individuals and families towards financial freedom to work towards peace of mind in their lives.

At Moshides Financial Group, we firmly believe that strong relationships are the foundation of successful financial planning. We understand that each client is unique, with their own dreams, aspirations, and financial goals. That's why we take the time to listen, understand, and tailor our services to meet the specific needs of every individual we serve. Our team is passionate about helping you achieve your financial goals. We stay up-to-date with the latest industry trends, regulations, and investment strategies to ensure that we can offer you the most relevant and effective advice. Our commitment to your financial well-being is unwavering, and we strive to exceed your expectations in every interaction.

What We Strive For

What We Strive For

Our team is highly relationship-oriented and prides itself on being dependable. We are committed to being a trusted partner on your financial journey, providing guidance and support every step of the way. We believe in open and honest communication, ensuring that you feel comfortable discussing your financial concerns and aspirations with us.

Our goal is to provide never-ending value to our clients. We understand that financial planning is not a one-time event but an ongoing process. As your life evolves, so do your financial needs. We are here to adapt and provide the necessary resources and expertise to help you navigate through life's financial complexities. Whether you need assistance with retirement planning, investment strategies, tax optimization, or risk management, we are your dependable resource.

A Look Into Our Process

At Moshides Financial Group, we have developed a comprehensive process called "The Freedom Solution Process" to guide you towards financial freedom and helping provide you with the peace of mind you desire. Our step-by-step approach ensures that we understand your unique needs, develop a tailored plan, and provide ongoing support as you progress towards your financial goals

  • Step One: Vision Workshop
      In the first step of our process, we conduct a Vision Workshop. This interactive session allows us to gain a deep understanding of your dreams, aspirations, and financial goals. We listen attentively as you share your vision for the future, and we work together to clarify your objectives and priorities.
  • Step Two: Life Strategies Session
      Next, we move on to the Life Strategies Session. During this session, we analyze your current financial situation, including your income, expenses, assets, and liabilities. We also take into account your risk tolerance and time horizon. By examining these factors, we can develop strategies that align with your goals and help you make informed decisions..
  • Step Three: Design Discussion
      Once we have a clear understanding of your vision and financial situation, we proceed to the Design Discussion. In this collaborative meeting, we review the modeling assumptions we feel are appropriate and make sure you understand and are comfortable so we can build your custom financial plan.
  • Step Four: The Financial Blueprint
      Based on the discussions and decisions made during the Design Discussion, we create a customized Financial Blueprint for you. This blueprint serves as a comprehensive roadmap, outlining the specific steps we will take to help you achieve your financial goals. It includes investment strategies, retirement planning, risk management, tax optimization, and any other relevant components tailored to your unique circumstances.
  • Step Five: Implementation
      Once the Financial Blueprint is finalized and you are comfortable with the proposed strategies, we move forward with the Implementation phase. Our experienced team will assist you in executing the necessary steps, such as opening accounts, adjusting investments, and implementing insurance policies. We ensure a smooth transition and handle all the necessary paperwork, making the process as seamless as possible for you.
  • Step Six: Progress Sessions
      Financial planning is an ongoing process, and we are committed to your long-term success. Through regular Progress Sessions, we review your financial progress, assess any changes in your circumstances, and make any necessary adjustments to your plan. These sessions provide an opportunity to address new goals, concerns, or opportunities that may arise. We are here to support you every step of the way as your financial journey unfolds.
      We invite you to explore our website and learn more about our comprehensive range of services. Contact Moshides Financial Group today and take the first step towards a brighter financial future.

 

We invite you to explore our website and learn more about our comprehensive range of services. Contact Moshides Financial Group today and take the first step towards a brighter financial future.