Brilliant Financial Strategies

At Brilliant Financial Strategies, we believe that financial planning is not just about numbers and spreadsheets, but about helping our clients achieve their goals and live their best lives. Our team, led by Clode Moradi, MSPFP, CFP, FBS, is dedicated to providing personalized financial planning, tax planning, and consulting services to individuals, families, business owners, and retirement plan sponsors in Texas and California.

Our Philosophy

We take a unique approach to financial planning, focusing on our clients' overall well-being and prosperity. We believe that financial freedom is not just about accumulating wealth, but about living a life that is true to who you are and what you value. Our goal is to help our clients create a sense of clarity, confidence, and control over their financial lives, so they can focus on what matters most to them.

Our Services

We offer a comprehensive range of financial planning services, including:

• Financial Planning: We work with our clients to create a personalized financial plan that aligns with their goals, values, and lifestyle.
• Cash Flow Analysis: We help our clients understand their cash flow and create a budget that works for them, not against them.
• College Planning: We assist our clients in planning for their children's education expenses and finding the best ways to save for college.
• Estate Planning: We help our clients plan for the future and ensure that their loved ones are taken care of.
• Financial Goals: We work with our clients to identify and prioritize their financial goals, and create a plan to achieve them.
• Risk Management: We help our clients mitigate risk and protect their assets from unexpected events.
• Investment Management: We provide investment advice and management services to help our clients grow and preserve their wealth.
• Personal & Business Planning: We assist our clients in creating a comprehensive plan that integrates their personal and business financial goals.
• Retirement Planning: We help our clients plan for a secure and fulfilling retirement.
• Investment Planning: We provide investment planning services to help our clients achieve their long-term goals.
• Pension Consulting: We work with retirement plan sponsors to create and implement a pension plan that meets their needs.
• Tax Planning: We provide tax planning services to help our clients minimize their tax liability and maximize their wealth.

Our Approach

We take a fiduciary approach to financial planning, which means we are committed to acting in our clients' best interests at all times. We are independent and objective, and we use open architecture platforms to create customized plans that meet our clients' unique needs and goals. We believe in building long-term relationships with our clients, and we are dedicated to providing exceptional service and support every step of the way.