Build, preserve and transfer wealth

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Financial Independence - Raymond James

We believe families and businesses should have a good working knowledge of the tools and techniques available to efficiently execute strategies to secure their financial and life’s objectives. We do this by providing continued education and personal growth opportunities as we corporately navigate life’s challenges and victories. Our comprehensive courses are designed to equip you for all major financial decisions. Below you will see two different options: Boomer Financial Bootcamp and Graduate Bootcamp. Take a look at what fits your current needs and contact us with any questions.

Your Instructor

Bill Kumm

Registered Investment Advisor Representative, RJFS

Bill Kumm, AIF, is a well-known financial educator, author, and financial advisor in Southeast Michigan. He has educated and advised thousands of individuals and families in the areas of wealth management, family protection, estate planning, and wealth transfer issues. Bill has educated and trained hundreds of employees at major corporations including General Motors, Ford Motor Corporation, Detroit Diesel, Providence Hospital, Karmanos and more. He also provides financial education to local colleges and public schools. Bill co-authored and created the No-Load Divorce Process, designed to assist and coach couples on how to control the process and reduce the financial, physical and emotional costs of divorce.

Bill has a Finance Degree from Central Michigan University. He has 31 years practicing in the industry. He is an Accredited Investment Fiduciary, a Registered Investment Advisor Representative with Raymond James Financial Services, INC. Additionally, he is licensed for life and health insurance. Bill lives in Commerce, Michigan with his wife, Dasha, and four children.
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