Since 1981, Joyce K. Moore, ChFC, LUTCF has been in the business of offering financial advice, initially working as a management accountant for several small businesses. In 1991, Joyce Moore Financial Services was formed when she branched out to include life, accident, health and disability insurance and mutual funds in her practice. She found that she wanted to "put her faith to work" and work towards developing a practice to help clients who wished to invest with their values, while they build financial security for themselves and their families.
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Many people think of socially responsible investing as avoidance of companies they do NOT want to invest in. This may vary from person to person, but the common aversion screens are alcohol, tobacco, firearms, and gambling. Recently, screens have been developed to include such things as board diversity (or lack thereof), or pay equity between the average employee and the CEO of a company.
Financial planning means developing a comprehensive strategy in order to meet client needs. We have developed a process which enables our clients to fulfill their monetary goals. We look for your social screening criteria to locate suitable investment strategies for those who wish to direct their investment dollars towards positive social change.
PLEASE NOTE:The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Joyce Moore Financial Services makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.
How investors invest their money may seem like a private matter, but investment decisions have undeniable influence in the public sphere. Through the power of their shares, investors of conscience can channel resources toward businesses that benefit the economy, society, and the environment and away from those that do harm.
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