Moir Financial & Insurance Services is a Honolulu-based financial planning and wealth management firm that has joined Retirement & Wealth Strategies (RWS). Its advisors and planners help individuals and families clarify their goals and develop customized plans for their financial futures. The firm emphasizes personal relationships, careful listening, and plans tailored to each client’s retirement objectives, risk profile, and family circumstances, with an approach informed by Hawaii’s distinctive culture.

Moir’s services include financial planning, investment management, and wealth guidance, as well as support for major life transitions and interconnected financial decisions. Its offerings include planning partnerships, investment partnerships, NextGen planning to educate and support younger generations, business planning for future transitions, estate closure assistance, and à la carte services for specialized needs. The team also helps clients consider how events such as career changes, relocation, real estate investments, health care needs, and legacy planning relate to their broader goals. Through its integration with RWS, Moir continues serving clients with access to additional resources and a broader service and knowledge base.