Our Financial, Tax Planning, and Consulting Services in Texas and California
Brilliant Financial Strategies is an independent financial planning firm that is dedicated to representing and guiding clients in their pursuit to reach their full financial potential. We work with a select number of clients, so our number one concern is our client’s growth and transformation through our financial and tax planning process. We are 3(38) Fiduciaries for retirement plan sponsors who need the highest level of Fiduciary duty.
Brilliant Financial Strategies is also dedicated to providing consulting services to financial professionals and firms looking to better understand and serve their clients. Financial firm consultation services are provided by Clode Moradi, MSPFP, CFP®, FBS®.
Clode Moradi is a Phi Kappa Phi graduate of Kansas State University’s Post-CFP Masters Degree in Advanced Personal Financial Planning. He also holds a Graduate Level Certification in Financial Therapy , is a Certified Financial Planner™, and Certified Financial Behavioral Specialist®. To read Clode’s bio, click here.
- Advanced Tax Planning
- Pension Consulting
- Investment Advising & Management
- Cash Flow & Budget Planning
- Business Planning
- Consultation (Other Financial Firms)
- College Planning
- Estate Planning
- Financial Coaching & Implementation
- Retirement Planning
- Risk Management
Our Fiduciary Approach
We are known for our outside the box thinking and custom tailored advice. However, if we break it down, our primary job is to help you be present in your personal life, family life, and in your business. That’s the only way you can truly appreciate prosperity. Money has little value, if it causes you stress and keeps you up at night. Most people have so much on their plate, that they have a very hard time experiencing what is right in front of them. We feel that our job is to represent you and help you navigate through all the complication, so that you can focus on your life and the goals that mean the most to you.We understand that everybody’s perspective on life and money
is different. As a result, our approach is tailored specifically for
each and every client, family, and business owner. We want
to help position you to have options with the financial
decisions that matter most.
is different. As a result, our approach is tailored specifically for
each and every client, family, and business owner. We want
to help position you to have options with the financial
decisions that matter most.
Why Brilliant Financial
You are not just a new client to us. We value our deep seeded relationships with our clients because we work in a very intimate environment where our clients share with us their deepest goals and ambitions. We are independent and work with private clients because we spend a massive amount of time and energy on each and every client. We work as a Fiduciary with our clients and use open architecture platforms which allow us the freedom to customize plans to our and our client’s standards. Brilliant Financial Strategies was created with the simple mission to take Financial Planning beyond the status quo. That is the core of where we operate from.
Business owners
Families and individuals
Doctors
Retirement Plan Sponsors
Who We Are
Brilliant Financial Strategies is an independent financial planning firm that is dedicated to representing and guiding clients in their pursuit to reach their full financial potential. Our number one concern is our clients growth and transformation through our financial and tax planning process. See why people are turning to Brilliant Financial for a planning process that addresses life from all angles.
