Welcome to Moir Financial
Welcome to Moir.
In life, every path is walked
one step at a time.
Based in Honolulu, the Advisors and Planners at Moir Financial & Insurance Services provide wealth management and fee-based financial planning. We are dedicated to helping you unlock the full potential of your financial future – by developing and implementing financial plans unique to the needs and goals of you and your family.
At our firm, we understand that reaching long-term financial goals requires a well-researched plan. Our first and most important goal is to understand you – to sit down and talk first about what you desire to accomplish, and then to design that plan together. Financial plans should never be “one-size-fits-all.” The plan is personally tailored to your retirement goals, risk profile, and family plans. Our approach is reflective of our respect for the unique culture of Hawaii.
Build the Life
We believe in building relationships to span generations. At Moir Financial, our focus never stops being about you. Helping you build a plan for your financial future is more than saving money, it is boldly envisioning the life you desire and planning for it.
Transitioning between life’s phases carries far-reaching considerations. In financial planning, just as in nature, nothing happens in isolation.
Consider a job transition, the birth of a grandchild, the loss of a loved one, a business purchase or sale, relocation, real estate investments, vacation rentals, traveling the world, living independently, supplementing health care, and leaving a meaningful legacy… every one of these things does not happen in solitude. They are all connected, just as island life is connected to the ocean. Moir Financial helps to uncover and plan for these connections between life events.
As a team of caring professionals, we serve as financial guides for the personal lives of people to help them navigate with clarity and confidence.