Hirst Financial Independence Planning, Inc.

Helping You Pursue True Wealth

Financial planner in Fall River, MA (show on map)

Hirst Financial Independence Planning offers personalized financial planning, investment management, retirement planning, tax planning, estate planning, and private client services to help clients achieve true wealth and legacy.

Call (508) 636-3595

Navigate to Visit website

About

Hirst Financial Independence Planning is dedicated to helping clients achieve true wealth through personalized financial planning, investment management, retirement planning, tax planning, estate planning, and private client services. The firm acts as a coach, accountability partner, and advocate, guiding clients through life's financial milestones and ensuring their legacy is protected.

Services include comprehensive financial planning, disciplined investment strategies, retirement readiness assessments, tax optimization, estate planning, and tailored solutions for complex financial needs.

Coach

Accountability Partner

Advocate

Services

Financial Planning

Designs a plan to evaluate your current financial situation and direct you toward true financial freedom.

Comprehensive financial assessment Goal setting and prioritization Regular review and adjustment

Investment Management

Provides disciplined, time-tested investment strategies to help your portfolio grow and pursue your goals.

Proactive portfolio management Risk assessment and mitigation Regular performance reporting

Retirement Planning

Helps you avoid a retirement crisis by putting your financial plan into concrete terms using a five-step process.

Retirement income analysis Asset allocation for retirement Tax-efficient withdrawal strategies

Tax Planning

Reviews your recent tax returns to identify potential savings or restructuring opportunities, providing proactive ideas to save money in the future.

Tax return review Strategic tax planning Ongoing tax optimization

Estate Planning

Helps you create a tax-efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.

Will and trust creation Beneficiary reviews Regular updates and reviews Risk management for estate administration

Private Client

Provides highly complex solutions for clients with sophisticated financial needs.

One-on-one support Customized financial strategies Integration with existing financial advisors

Credentials & Certifications

SEC Registered Investment Advisor

Since 2025

CWM, LLC

Since 2025

Frequently Asked Questions

What is the #1 fear in retirement? +

Running out of money.

What should I look for when choosing a financial advisor? +

Key factors include whether the advisor is a fiduciary, fee structure, services included, contact details within the firm, and communication preferences.