Who We Are
Financial Independence was started by Steve Case and Bill Kumm in 1995, and has become one of metro Detroit’s most trusted financial management firms specializing in retirees, pre-retirees and business owners. The professionals at Financial Independence have more than 40 years of combined investment experience. We provide educational programs and customized, long term financial strategies to help individuals and business owners work toward achieving financial independence. Whether you need assistance evaluating retirement options or developing a business succession plan, we can help! We realize that the financial analysis process can be complex, and, at times, confusing. Our commitment to the educational process helps to ensure our clients make informed decisions designed to reach their long-term financial goals, and move down the road toward financial independence.
Moving Toward Financial Independence
- Education
- Examine Current Circumstances
- Identify Specific Goals & Objectives
- Develop Strategy to help Achieve Goals
- Take Action to Implement Strategy
- Periodically Review Strategy
The road to financial independence can be difficult if you lack direction. At Financial Independence, our professionals work with you side-by-side, guiding you through every stage of the planning process. Education is paramount throughout the process. We begin by making sure each client understands the Investment Strategy process and the investment options available to help meet his or her goals. Then, we evaluate all aspects of an individual’s current situation and develop short and long-term goals and objectives. Next, a customized strategy is formulated and implemented around your specific needs. Finally, we review your strategy periodically and make any necessary modifications to address personal, business, and economic issues or concerns.
A Commitment to Financial Education
At Financial Independence, we believe that education is the most important part of Financial Management. Our professionals dedicate a significant amount of time to personal education and, in turn, share this knowledge with clients through one-on-one consultations and educational seminars. In fact, we ensure that all of our clients have a clear understanding of the Investment Strategy process and the options available to them prior to the formation of the financial strategy. And it doesn’t stop there. The educational process continues even after your strategy is prepared and implemented. We offer our clients new and updated information as it becomes available, as well as opportunities to attend educational seminars and presentations. At Financial Independence, our professionals take financial education seriously. Guiding you down the road toward financial independence.
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