Lenny Hirst, JD, CFP®, MBA
Helping You Pursue True Wealth
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Hirst Financial Independence Planning, Inc.
Lenny Hirst, JD, CFP®, MBA
Fall River, MA
Serving Clients Nationwide
Helping You Pursue True Wealth
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Me
Lenny Hirst is the Founder of Hirst Financial Independence Planning, Inc. He has been advising clients since 1984. Lenny earned a Bachelor’s degree in finance from UMass Dartmouth in 1983, an MBA from UMass Dartmouth in 1988, and his CERTIFIED FINANCIAL PLANNER™ designation in 1996. He then pursued his Juris Doctorate graduating from UMass School of Law in 2002 and was admitted to the Massachusetts Bar.Lenny uses his extensive education to provide clients with a complete menu of services that includes, but is not limited to, retirement planning, portfolio management, estate planning and asset protection.
Lenny’s business passion involves finding the right solution for each individual client. No two situations are the same. He enjoys personal relationships with his clients that allow him to better aid them in making the necessary life choices involving their financial future as well as their children’s.
Lenny enjoys spending time with family, friends and his dogs.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Primary Location
99 South Main Street - Suite 351, Fall River, MA 02721
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free 15-minute call with our Advisor Match team to share more about yourself, then we'll help you find the financial advisor that best suits your needs and goals.Offers Investment Management
Yes
About our Firm
True wealth is more than just money. It’s freely living your life. It’s making sure your next generation will have a legacy. It’s time spent well. It’s confidence in your future.At Hirst Financial Independence Planning, our goal is to help you pursue your goals, whether you’re just getting started, preparing for retirement, or well into your golden years.
WHAT WE DO
The passion of our financial advisors is to help people from all walks of life find their own vision of true wealth. That means helping you define what true wealth looks like for you, putting a plan in place to help you pursue your vision, then helping you maintain the true wealth you’ve achieved.
✔️ Financial Planning: Our team of financial advisors will design a plan to evaluate your current financial situation and direct you toward true financial freedom.
✔️ Investment Management: Our disciplined, time-tested investment strategies provide your portfolio with the proactive service you need to pursue your goals.
✔️ Retirement Planning: We’re here to help you avoid your own personal retirement crisis by putting your financial plan into concrete terms using our five-step process.
✔️ Tax Planning: Our tax team of CPAs reviews your recent tax returns to identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.
✔️ Estate Planning: Our estate planning team helps you create a tax efficient, comprehensive estate plan that leaves little to chance, along with teaching you how your assets will be distributed.
✔️ Private Client: Highly complex needs can require sophisticated solutions. Private Client members get the one-on-one support they need.
Education
UMass School of Law - Dartmouth, J.D. | MBA | Bachelor of Science (B.S.), Finance
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- Business Owners
- Corporate Executives
- Divorce
- Dual Income Family
- Gen X
- Healthcare Professionals
- Physicians
- Veterans
- Widow
- Women’s Finance
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