Our Associates

Steve Case
Senior Partner

Phone: Please call Ashley at 248-594-8114

Steve Case is co-founder and senior partner of Financial Independence LLC. He has more than 21 years of professional experience in strategic retirement planning. As an accomplished investment manager, his vision and experience in sound retirement planning has helped the company he co-founded, Financial Independence, LLC, to remain a successful independent investment firm.

Utilizing a rare blend of educational experience and investment know-how, Steve has helped thousands of people understand the practical steps that must be implemented in order to enjoy financial independence in their retirement. His hands-on, one-on-one approach to managing client relationships allows him to properly interpret client goals and objectives, while simultaneously allowing him the opportunity to give clients a deeper understanding of their investment options. The result of this approach is reflected in the makeup of his clients, many of whom came to know Steve only by referral, and who are now among his most loyal clients.

Indeed, integrity and education are the two cornerstones of Steve’s business philosophy. Steve is a capable and enthusiastic educator, and has spent much of the last decade giving seminars on financial planning throughout Michigan. Through his seminar programs, Steve has been able to use his extensive experience and knowledge to help thousands of retirees make informed decisions about their financial future. When meeting with clients, Steve adheres to his principles of integrity and education by honestly interpreting complicated financial data in such a way that his clients become fully capable of making knowledgeable retirement decisions.

Steve is a graduate of Cornell University with a Bachelor of Science in Business Administration and Applied Economics. He has earned the Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Accredited Investment Fiduciary® (AIF®), and Chartered Life Underwriter (CLU) designations. He lives in Oakland County, and enjoys skiing, fishing, and spending time with his wife and three beautiful daughters.

To contact Steve, please call Ashley at 248-594-8114.

Bill Kumm
Senior Partner

Phone: Please call Malissa at 248-594-8112.

Bill Kumm is co-founder and senior partner of Financial Independence LLC. Bill is responsible for developing and implementing investment strategies for individuals, business owners and corporations. He is also involved in overseeing the administration of the office and the recruitment and development of key employees and associates.

After financing his college education and graduating from Central Michigan University in 1987 with a major in Finance, Bill moved directly into the financial services industry. Through his association with a Wall Street investment firm and two large full-service investments and insurance firms, Bill received extensive training in the areas of investment, insurance, business, and estate planning. The training was both on-the-job and in special company sponsored training programs. Before deciding to work with an independent Broker/Dealer, Bill held the position of Investment Specialist at New England Securities where he provided training and supervised the production of the other representatives in the office.

Since 1993, Bill has been lecturing and educating groups on the subject of financial management for many corporations, colleges, and non-profit organizations.

Bill is a Registered Representative and Investment Adviser Representative of National Planning Corporation registered to sell mutual funds, stocks, bonds, variable contracts, and other financial products. Bill is also licensed by the State of Michigan to sell annuities and life, health, and disability income insurance. He is a member of the Financial Planning Association.

To contact Bill, please call Malissa at 248-594-8112