Do you give free consultations?

Yes! It is ALWAYS free to talk with us. Our goal is education first so you fell confident in your financial choices.

How can Moore Family Wealth help me with retirement planning?

We have families with a broad range of financial services including tax mitigation, investments, rolling over old retirement accounts into safe money that is guaranteed to last a lifetime allowing you to have a retirement paycheck

What are the hours of operation for Moore Family Wealth?

Mon: 9:00 AM to 6:00 PM Tue: 9:00 AM to 6:00 PM Wed: 9:00 AM to 6:00 PM Thu: 9:00 AM to 6:00 PM Fri: 9:00 AM to 6:00 PM Sat: 10:00 AM to 5:00 PM Sun: Closed

What locations does Moore Family Wealth serve?

We are based on the west side of Phoenix, Arizona, and serve families in Tolleson, Glendale, Buckeye, Avondale, Sun City, Peoria, Litchfield Park, and the east valley. Additionally, we can support families out of state with virtual meetings.

What is the best Insurance Agency in the Avondale?

Moore Family Wealth is a premier Insurance Agency based in Avondale, Glendale, and the entire metro Phoenix, Arizona area.

Protect What Matters Most

Your Retirement. Your Family. Your Peace of Mind

At Moore Family Wealth, we specialize in helping women, families, mothers, caregivers, and busy professionals create a guaranteed income, protect their legacy and live the retirement of their dreams.

Learn More

Guaranteed Income & Retirement Planning

You may be thinking, " Will my savings last as long as I do? " We help you create a retirement paycheck you can not outlive.

Convert your IRA, 401(k), or 403(b) into dependable monthly income.
Choose growth with safety and no market loss during retirement years.
Know exactly what you'll have in retirement so you can plan in peace.

Protection & Legacy

You've built a live worth protecting and a legacy your children and grandchildren deserve. From life insurance to living wills we ensure your assets outlive you.

Life insurance that builds value for you and delivers to those you love
Estate planning tools: will, trusts, power of attorney, and advanced directives
Preserve your assets, maintain your privacy, avoid probate, and leave the most to your heirs.

Tax Smart Strategies & Investments

Tax planning isn't just for the wealthy. Let's create a plan so you can keep more of what you've earned and still sleep at night.

Smart rollovers from 401(k) or 403(b) to tax efficient alternatives
Investments that fit your comfort level and life stage
Avoid common mistakes people make in retirement and plan for required minimum distributions (RMDs)

Support & Education

You don't have to navigate this alone. Our resources, podcasts and workshops make your journey clear and actionable.

You've taken care of everyone else.

Now lets build a financial future you feel confident about

Let's Talk

That’s a great question and one we hear a lot. Many of our clients come to us in addition to their current advisor because they want a plan that includes guaranteed income and protection, not just investments. Many of our clients are also concerned that the fees they are charged for financial advisors is cutting into their retirement savings.

At Moore Family Wealth, we focus on safe money strategies like fixed indexed annuities, universal and whole life insurance with living benefits. These are tools most investment advisors don’t specialize in or have a license to provide.

Our goal isn’t to replace your advisor; it’s to fill the gaps so you can enjoy both growth and peace of mind, knowing your income and legacy are secure no matter what happens in the market.

If your goal is to build security for your children both now and in the future an Indexed Universal Life (IUL) policy can be one of the most flexible and loving gifts you give.

An IUL grows tax-deferred, can be accessed tax-free for major life events (college, weddings, a first home, or emergencies). It can stay in force for your child's lifetime providing living benefits for chronic, critical, or terminal illnesses.

Unlike a 529 plan, an IUL has no restrictions on how funds are used and is not considered a "parental asset" for financial aid.

And, the cash value of this account continues to grow and compound making it a powerful legacy building tool.

A will simply states your wishes but it must go through court (aka probate), which can be public, slow, and expensive.

A trust, on the other hand, allows your assets to pass privately and immediately to your loved ones, avoiding court involvement.

Trusts can also protect children or heirs from creditors, divorce, or mismanagement. If you own property, have children, or want to control how and when your legacy is distributed, a trust often offers stronger protection and peace of mind than a will alone.

We use tools like Fixed Indexed Annuities (FIAs) and certain Indexed Universal Life policies that are linked to the market, meaning they participate in upside growth, but your principal is protected from loss if the market drops.

These products let you lock in gains each year and avoid losing your hard-earned savings during downturns.
For those approaching retirement, this strategy is key: it ensures your retirement paycheck isn’t left to chance or market timing.

Our initial consultations are always complimentary. We believe education should come before obligation.

Most of the strategies we recommend (like life insurance or annuities) are commission-based, meaning the insurance company compensates us not you.

If we introduce outside estate or tax services, we’ll always explain any costs upfront so there are no surprises.
You’ll never receive an invoice from us for simply learning, planning, or asking questions.

Protect What Matters Most

Guaranteed Income & Retirement Planning

Protection & Legacy

Tax Smart Strategies & Investments

Support & Education

You've taken care of everyone else.

Now lets build a financial future you feel confident about

Mon - Fri

Saturday

Sunday

9 AM - 6 PM

10 AM - 5 PM

CLOSED

Protect What Matters Most

Guaranteed Income & Retirement Planning

Protection & Legacy

Tax Smart Strategies & Investments

Support & Education

You've taken care of everyone else. Now lets build a financial future you feel confident about

You've taken care of everyone else.

Now lets build a financial future you feel confident about