Money Matters with Ken Moraif

Money Matters with Ken Moraif is a Plano, Texas-based retirement planning firm dedicated to helping individuals achieve financial peace of mind in their later years.

We specialize in guiding clients through the complexities of retirement, offering personalized strategies for Social Security optimization, Medicare planning, estate planning, and income tax management. Our team of credentialed Retirement Planners works as a fiduciary, prioritizing your long-term financial security above all else.

At Money Matters with Ken Moraif, we understand that retirement should be a time of enjoyment and fulfillment. We’re committed to helping you build a robust retirement cashflow plan, estimate your ‘magic number,’ and determine the appropriate level of risk to ensure your wealth lasts a lifetime. We also offer a complimentary Retirement Cashflow Plan (RCFP) to project if you will be ok five, ten, and fifteen years from now if you stay on track.

As a firm with over 20 employees and a strong presence across Texas, Arizona, California, Oklahoma and Nevada, we’re dedicated to providing exceptional service and building lasting relationships with our clients. We believe in integrity, selfless service, disciplined investment strategies, and a joyful approach to retirement planning.