When the markets react like they have lately, the last thing you want to hear is “keep calm and carry on.” We get it. We see losses in our portfolios just like you’ve seen in yours.Read more
Advice in Common Language
Straightforward Fees
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)?
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.
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.
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.
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.
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: Relief Package Enacted as Unemployment ...Markets look forward and, at least for a week, saw signs government is willing to provide support to get the economy through the coronavirus pandemic. The centerpiece of the steps announced last week was a $2 trillion package designed to keep people employed and support those who have lost their jobs.
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Video
Understanding the Market Situation and the Opportunities ...These are unsettling times, both from a public health perspective and an economic perspective. To help provide answers at a time filled with questions, watch this webinar with Jamie Hopkins, Director of Retirement Research, and Scott Kubie, Senior Investment Strategist. Click Here to Watch the Webinar
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Blog
Coronavirus and the Markets Q&A: 5 Industry-Leading ...We put together a roundtable discussion of investment experts across financial disciplines to give us some insight on the current markets. This group represents decades of experience in the fields of investment management and financial research and strategy.
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Monthly Newsletter
What Changes (and What Doesn’t) with ...Anyone who uses a computer these days won’t be too surprised to see an update notification pop up on the screen. While you’re reading your email or playing Scrabble, irritating little boxes will jump in front of you declaring your virus protection out of date or offering a new, improved version of whatever app you’re using. It’s a part of modern life.
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News
3 Roth Conversion Traps To Avoid After The ...Roth conversions can be a powerful tax and retirement planning technique. The idea behind most Roth conversions is to take money from an IRA and convert it to a Roth IRA. Essentially, you’re paying taxes today instead of paying taxes in the future.
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Infographic
10 Tax Planning Tips Your CPA Might Have ...There’s more to tax planning than you think. Do you understand how each of your accounts are taxed? How did you set up your retirement plan? Have you considered an HSA? Take control of your taxes and how they fit into the big picture. Check out 10 planning tips your CPA might have missed. View the Infographic
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Weekly Market Commentary
- Market Commentary: Government Steps In As Downturn Continues
The ongoing battle against the coronavirus pushed markets sharply lower last week on concerns the collateral economic damage from social distancing will significantly damage economic growth and corporate profits for extended periods.Read more