Moir Financial & Insurance Services is founded on the values of distinctive inspiration, discovery and action. Our goal is to provide you with guidance and the vision to see the big picture that is your life — with all the goals and finances that make it a reality.
We currently have several financial planning offerings. The fee is based on the level of complexity.
Here is a tool to help you choose which plan would best suit your needs.
Our firm services transition from left to right, as the complexity of your needs develop and the level of our involvement increases.
– Planning Partner revenue: fee-based per plan.
– Investment Partner revenue: advisory fee-based.
– Wealth Partner revenue: a combination of planning and advisory fees.
Categories are not mutually exclusive and are only a guide for the services we offer. Partner designates a client relationship. Neither Cambridge Investment Research, Inc. nor its representatives offer tax or legal advice. Please consult your tax advisor or attorney for guidance. Heather L. Moir-Dangler is a Registered Representative of, and Securities offered through Cambridge Investment Research Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Moir Financial & Insurance Services is not affiliated with Cambridge.