Welcome to Moir Financial & Insurance Services!  We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

We believe that through distinctive inspiration, discovery, and action, we will be able to help you in reaching your  long-term financial objectives -- tailored to your unique circumstances.

Resources include:







Enjoy a cup of coffe or tea as our firm shares our experience and life lessons.

Each story is 5 minutes or less:

Goal Reflection & Setting

Based on where you feel your financial goals are now, you can select from our menu of offerings the type of guidance that would best help make your goals a reality.


NEW Financial Life Review





Only 46% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement.

Source: Employee Benefit Research Institute, 2013


Coffee Talk Library

Read More... Find a host of financial tools to assist you here


Contact us to discover how we are different.