Helping our clients enhance the probability of retirement success.


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

Please take a moment to review our qualifications.  We take pride in what we do and always encourage our clients to "put us to the test".   

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

Please contact us at any time with questions. 

- Adam C. Halm, CFP®, ChFC®