Adam Halm Investment Services LLC

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Adam Halm Investment Services LLC Certified Financial Planner(TM) Chartered Financial Consultant(TM) No offers may be made or accepted from any resident of any other state.

General Financial Services and Financial Planning

Retirement planning

•Dealing with lump-sum distributions
•Projecting early or late retirement
•Income-generating strategies

Investment analysis

•Identifying capital, contribution and return requirements to meet objectives
•Building cash reserves
•Educating on alternatives pros/cons
•Asset allocation: attempting to reduce risk/enhance rate of return by balancing assets

Risk management planning

•Helping clients with a game plan for premature death
•Reviewing current insurance


• Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org

• Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Construction is officially underway on a new addition to our office. 🚧It’s exciting to see the project get started, and ...
10/10/2026

Construction is officially underway on a new addition to our office. 🚧

It’s exciting to see the project get started, and we can’t wait to share the finished space with our clients, friends, and community.

Stay tuned for updates along the way! 🏗️

10/09/2026

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10/02/2026

Mortgage rates surged this week, rising to a nearly three-year high as investor concerns about inflation drove up Treasury note yields.

With markets constantly reacting to economic data and global events, perspective matters. Take a few minutes to review t...
09/30/2026

With markets constantly reacting to economic data and global events, perspective matters. Take a few minutes to review this week’s update, and reach out if you’d like help connecting current market developments to your personal financial plan: https://www.halminvestmentservices.com/weekly-market-commentary

Business owners and high-income professionals who have maxed out their retirement plans may wonder how to save more for ...
09/29/2026

Business owners and high-income professionals who have maxed out their retirement plans may wonder how to save more for retirement while also lowering taxable income in the year. Cash balance plans might help.

Simply put, cash balance plans are defined benefit plans that may allow you to save substantially more for retirement on a tax-deferred basis. They’re complex, however, and require specialized tax and financial knowledge. Here are some important things to know about cash balance plans: https://www.halminvestmentservices.com/blog/cash-balance-plans-a-powerful-retirement-strategy-for-business-owners

09/25/2026

Learn how Roth conversions work, when they may make sense, and how taxes, RMDs, Medicare premiums and withdrawal rules may affect your retirement plan.

Today we recognize the accomplishments of women in business and the positive impact they make in workplaces, communities...
09/22/2026

Today we recognize the accomplishments of women in business and the positive impact they make in workplaces, communities, and industries across the country.

Thank you to the trailblazers, mentors, and rising leaders who continue to push boundaries and create opportunities for future generations.

🌟 Happy American Business Women's Day!

09/18/2026

Index funds offer a simple, cost-effective way to participate in the markets, but not all funds are so simple.

Address

2151 Western Avenue
Chillicothe, OH
45601

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4:30pm

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