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your money

We help people build, preserve, enjoy, and eventually transfer their wealth.

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Financial Independence, LLC is a Bloomfield Hills wealth management firm helping families in Southeast Michigan and across the country make confident, well-informed decisions about retirement and their money. We believe an informed investor is a calm and savvy investor. That’s why education has been at the heart of everything we do since 1995, and why so many of our clients have stayed lifelong learners alongside us.

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Education-First Wealth Management Since 1995

Bill Kumm, AIF®, founded Financial Independence, LLC in Bloomfield Hills, Michigan, in 1995 on a simple belief: educated, informed investors make better decisions for their families and businesses. Rather than follow the path most planners took, Bill built a firm where teaching comes first. Today our team of CFP®, CFA® and AIF® professionals helps families in Southeast Michigan and across the country understand both how to build wealth and the risks that can erode it, through personalized retirement planning, investment management and our free Financial Bootcamp classes.
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Free Financial Education Classes: The Financial Bootcamp

At Financial Independence, LLC, we believe advisors and investors alike should keep learning for life. Many people reach their 50s and 60s without a clear plan for retirement, simply because no one ever taught them the basics. That’s why Bill Kumm, AIF®, launched the Financial Bootcamp in 1995. These free classes cover retirement income, Social Security, investing, taxes and estate planning in plain language. Whether you are our client today or not, we invite you to learn with us.
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