Hirst Financial Independence Planning, Inc.

Hirst Financial Independence Planning, Inc. Hirst Financial is a wealth management firm specializing in personalized financial planning, estate planning and portfolio management investment strategies.

Hirst Financial Independence Planning is a Fall River-based wealth management firm founded in 2003 by Lenny Hirst. We are a group of hard-working individuals with one common goal: focused on the financial confidence of our clients. Through customized financial planning, estate planning, and portfolio management investment strategies, we can help you with this goal. We believe in trust, transparenc

y, and accountability. It is very important to us that we put your best interests first. This means that we are not paid commissions on any recommendations we offer to you. When we make a recommendation, you can be sure that we believe this is in your best interest and not ours. Lenny is admitted to the MA bar and prepares estate documents for his clients in MA through the Law Office of Leonard T.A. Hirst II. For those clients residing outside of MA, Lenny acts as a liaison between the client and their attorney. Law Office of Leonard T.A. Hirst II is not affiliated with CWM, LLC. Come in for a complimentary consultation, where your time is the only cost.

Do you know your risk tolerance when it comes to investing? Answer a few easy questions, and we can help you discover th...
12/21/2024

Do you know your risk tolerance when it comes to investing? Answer a few easy questions, and we can help you discover the right strategy for you. https://conta.cc/3UIpqDw

There’s still time to wrap up your year-end financial planning! From insurance and tax strategies to budgeting, we’ve pr...
12/20/2024

There’s still time to wrap up your year-end financial planning! From insurance and tax strategies to budgeting, we’ve prepared a handy checklist to help you start the new year with confidence.
https://conta.cc/3ZDYqrw

Plan your best financial year yet! Check out our month-by-month task list for 2025, complete with key dates and deadline...
12/19/2024

Plan your best financial year yet! Check out our month-by-month task list for 2025, complete with key dates and deadlines to keep you on track. https://conta.cc/3BjXTmA

12/18/2024

It isn’t too late to complete your end-of-year financial planning. From insurance to tax planning to budgeting, we’ve got your checklist ready so you can begin the new year with confidence.
https://conta.cc/3ZDYqrw

Have next year’s important financial dates available at your fingertips with our “2025 Calendar: Key Tasks & Financial D...
12/17/2024

Have next year’s important financial dates available at your fingertips with our “2025 Calendar: Key Tasks & Financial Dates.” Download today!
https://conta.cc/3BjXTmA

We know that many parents are never emotionally “ready” to send their child off to college, but are you ready financiall...
12/14/2024

We know that many parents are never emotionally “ready” to send their child off to college, but are you ready financially? Take our quick quiz to gauge your ability to help pay for your child's college expenses.
https://conta.cc/4bHGGjS

Looking to make a difference and make the most of a high-income year? Learn how charitable giving can support the causes...
12/13/2024

Looking to make a difference and make the most of a high-income year? Learn how charitable giving can support the causes you love while helping you save on taxes.
https://conta.cc/3VwftKC

Curious about donor-advised funds? Learn how they work and how you can use them to streamline your charitable giving whi...
12/12/2024

Curious about donor-advised funds? Learn how they work and how you can use them to streamline your charitable giving while aligning with your financial goals. Start making a bigger impact today! https://conta.cc/3BmSMBQ

Did you see a higher-than-usual income in 2024? Now’s the time to act. We've put together top strategies that can help y...
12/11/2024

Did you see a higher-than-usual income in 2024? Now’s the time to act. We've put together top strategies that can help you make a greater impact on the world while lowering your tax bill: https://conta.cc/3VwftKC

Discover how a donor-advised fund can simplify your philanthropy and maximize your tax benefits. Find out if it’s the ri...
12/10/2024

Discover how a donor-advised fund can simplify your philanthropy and maximize your tax benefits. Find out if it’s the right fit for your financial plan: https://conta.cc/3BmSMBQ

Not sure how required minimum distributions (also known as RMDs) work with inherited retirement accounts? Use our helpfu...
12/07/2024

Not sure how required minimum distributions (also known as RMDs) work with inherited retirement accounts? Use our helpful calculator to get a better understanding. https://conta.cc/3Xnlo6s

Learn the basics of long-term care and the options for paying for this often-costly expense in our latest webinar. Watch...
12/06/2024

Learn the basics of long-term care and the options for paying for this often-costly expense in our latest webinar. Watch it on-demand today: https://conta.cc/3Vjo976.

Address

99 S. Main Street , Ste. 351
Fall River, MA
02721

Opening Hours

Monday 8am - 4am
Tuesday 8am - 4pm
Wednesday 8am - 12am
Thursday 9am - 4pm
Friday 8am - 4pm

Website

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