Effective Game Plan


Advice in Common Language


Straightforward Fees

Download one of our free guides.

FORBES TOP-RANKED TEAM

People deserve to understand what’s happening with their money.

Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.

At Hirst Financial Independence Planning, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.

First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.

We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.

As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.

Whether you’re investing hundreds or millions, at Hirst Financial Independence Planning we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.

Discover the right investment strategy for you.

Tell us a little more about your investment objectives and level of comfort with risk.

By what percentage do you expect your portfolio to grow
annually over the long-term (10+ years)?

Next

How to get started.


1. Schedule an appointment


2. Meet with us for a custom listening session


3. Get your personalized strategy

Schedule an appointment.

Please provide your name and email and we will have an advisor contact you.

    First Name*

    Last Name*

    Email*

    Phone Number*


    Our financial planning services are built on trust, transparency and accountability.

    Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services

    Investment Management

    At the very heart of every wealth creation plan is the investment portfolio. Learn More

    Risk Management

    Risk management generally entails insuring yourself and your family against unforeseen events that could dramatically impact your lifestyle and financial well-being. Learn more

    Tax Planning

    You’ve heard the saying that there are two things we can count on – death and taxes. Even though taxes can’t be eliminated, there are steps you can take to minimize them. Learn more

    Estate Planning

    Estate planning involves determining what will happen to all your worldly possessions upon your death. Learn more

    Personalized Wealth Management

    Hirst Financial Independence Planning, Inc.’s mission is to focus on easing the minds of our clients. How? By providing customized financial plans, investment strategies and estate plans. We are the team you can rely on. We are one of the leading wealth management firms in Fall River, MA serving families, business owners, executives and institutions. Our team strives to provide you the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Hirst Financial Independence Planning, Inc. help you on your True Wealth journey.Contact one of our wealth advisors to request a complimentary consultation.

    Investment Management

    Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.

    Read more

    Carson Partners

    Carson Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.

    Read more

    Our Locations

    Headquartered in Fall River, MA, Hirst Financial Independence Planning has office locations and advisors across the country. Contact us today to speak with a wealth advisor or financial professional nearest you.

    Read more

    Insights

    Hirst Financial Independence Planning’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more

    Market Commentary
    Market Commentary: One-year Inflation Rate Accelerates and ...

    U.S. consumer prices continued to go up faster than normal. The Consumer Price Index (CPI) jumped 0.6% last month and has now increased 5.0% over last year (Figure 1). Used car and truck prices rose 7.3% last month and are 29.7% higher over the last year. New car prices increased 1.6%, and airline fares surged 7.0%.

    Read More
    Video
    Why You Might Need to Update Your ...

    Watch this webinar hosted by Carson’s Vice President of Trust Services, Sarah Duey, to learn more about why you might need to update your estate plan.. Click Here to Watch the Webinar

    Read More
    life insurance, irrevocable trusts, financial planning
    Monthly Newsletter
    How to Use an Irrevocable Life Insurance ...

    Savvy investors keep one eye on Wall Street and one eye on Washington. One of the main topics of Capitol Hill conversations is estate taxes, specifically annual and lifetime exemption amounts. Estate taxes often take aim specifically at the high net worth crowd, who have more to pass on.

    Read More
    life insurance, business owners, financial planning
    Blog
    Life Insurance Strategies for Business Owners

    Entrepreneur and political figure Andrew Yang drew an important analogy between parenting and owning a business: “If you knew what it entailed you might not get started. But you’re glad you did.” Like parenting, owning a business involves sleepless nights, cold meals and an unbelievable amount of energy, but it’s also an enriching journey and makes life worth the trip.

    Read More
    Blog post
    • How to Fit the Kids’ College into Your Financial Plan

      There is a strong premium on earning a college degree, perhaps driven by previous generations who witnessed the power of education. But you may find yourself receiving a student loan bill every month, even now as you contemplate sending your kids to college. Though an education continues to pay dividends, the amount owed can seem insurmountable.Read more

    Weekly Market Commentary
    • Market Commentary: Amid Hiring Challenges, Hourly Earnings Rise, Some Unemployment Benefits Cut

      U.S. nonfarm payrolls rose 559,000 last month (Figure 1). This is much better than last month’s 278,000, but much lower than March’s 785,000 gain. Workers are returning to the labor force more slowly than expected. Businesses are reporting challenges in finding workers. Leisure and hospitality employment accounted for more than 50% of the job gains. Auto industry employment dropped 27,000 last month as semiconductor shortages forced plant shutdowns.Read more