Home | Overview | Services | 4-Step Process | Why Choose Hirst? | Prospective Client | Forms | My Schwab Account
~ About the Principal

 

 

 

Are you prepared for life's big events?

 

 

 

 

 

 

Successful companies have a CFO to oversee their financial affairs. Shouldn't you consider a PFO to manage yours?

 

Financial Planning for Life's big events

The journey of life consists of several significant events, some or all of which apply to your individual situation. Each of these events requires a significant financial commitment. So, what are the really big financial events and are you prepared to deal with them?

  • Private school and/or college education
  • Starting your first fulltime job
  • Getting married
  • Buying a home
  • Having children
  • Paying for college
  • Changing careers
  • Retirement
  • Death

At Hirst Wealth Management we help people prepare for life's big events. We'll guide you every step of the way as you determine how big a financial commitment you want to make to each big event. Then, we'll support you by creating and implementing a detailed financial action plan -- all designed to achieve your goals and support you in your time of greatest need.

What we do

Hirst Wealth Management is a financial planning and investment management company. We recognize that for the average individual, today's financial landscape looks like a complex maze of choices fraught with risk. It is.  And, most people just can't devote the time it takes to solve the puzzle on their own. The result is often indecision and inaction which can jeopardize your future plans and security.

That's where Hirst Wealth Management comes in. We're dedicated to helping individuals understand what their short and long-term financial needs are and recommending a clear path to achieving them. Simply, put, we're your PFO -- Personal Financial Officer -- dedicated to helping you understand and choose the investment options that are most likely to achieve your life's goals.

Want to Learn More?

We are happy to offer a free initial financial consultation to you. We suggest you begin by reviewing  the information about our Services and 4-Step Planning Process. Then, if you would like to arrange a meeting time simply complete the "Prospective Client Profile". We'll get back to you right away to arrange a time to get together that is convenient for you.


 

 
What's a PFO?
Hirst Wealth Management wants to be your PFO -- Personal Financial Officer! Managing your personal financial affairs has never been as complex as it is today. Could you use some expert assistance to help ensure your financial well-being?

Yes, tell me more...

1-866-673-7800

or

click

Prospective Clients