Adam C. Halm, CFP®, ChFC®

Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

Please take a moment to review my qualifications.  I take pride in what I do and I always encourage my clients to "put me to the test".   Please do not hesitate to contact me at any time with questions. 

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with skilled professionals to pursue your financial goals.

I am here to help educate you about the basic concepts of financial management; to help you learn more about who I am; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit often. Be sure to add my site to your list of "favorites" in your Internet browser. I frequently update my information, and I wouldn’t want you to miss any developments in the area of personal finance.

- Adam C. Halm, CFP®, ChFC®