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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)?

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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.

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    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.

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    Carson Partners

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    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.

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    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

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