Adam Halm Investment Services LLC

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 r

eturn 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.

Health insurance is one of the most important benefits a company can offer to its employees. A good health insurance pla...
06/09/2026

Health insurance is one of the most important benefits a company can offer to its employees. A good health insurance plan that balances quality and cost can help you attract and retain qualified employees. However, many small employers do not offer health insurance.

Although high premium costs is often a major concern, it need not prevent you from insuring your employees. In today’s world, with managed care and the trend toward increased cost sharing with employees, health insurance is no longer an “all or nothing” proposition. https://www.halminvestmentservices.com/blog/small-business-health-insurance-can-be-affordable

06/05/2026

A couple of federal personal tax credits were available for the installation of certain energy efficient or clean energy property in your home. Under the One Big Beautiful Bill Act (OBBBA), these credits have expired for any property placed in service after December 31, 2025.

College costs may feel far off - but smart planning starts sooner than you think. On 529 College Savings Day, use this 5...
05/29/2026

College costs may feel far off - but smart planning starts sooner than you think. On 529 College Savings Day, use this 529 Savings Plan Preparation Checklist to outline the essential steps to help you stay organized, informed, and flexible as goals evolve.

🎓 Take a look at the checklist to help keep your college savings on track.

This Memorial Day, we pause to honor and remember those who made the ultimate sacrifice in service to our country. Pleas...
05/25/2026

This Memorial Day, we pause to honor and remember those who made the ultimate sacrifice in service to our country.

Please note: Financial markets and our office will be closed in observance of Memorial Day. We’ll resume regular hours tomorrow.

05/22/2026

Shoppers are buying less where prices are rising fastest, showing that inflation isn’t being driven by demand but by companies passing on costs

Behind every portfolio is a team that enjoys working together - and occasionally a little friendly competition 🎳Lansing ...
05/21/2026

Behind every portfolio is a team that enjoys working together - and occasionally a little friendly competition 🎳

Lansing Insurance and Halm Investment Services gathered for a great team outing recently, spending some time together, and enjoying some bowling. We’re grateful for a team that works hard, supports each other, and knows how to have some fun along the way.

05/15/2026

Mark Cuban said AI is reshaping work, and how you use it could make or break your career. The investor said workers who use AI to do their work without learning themselves will struggle. AI researchers have warned that overreliance on the tech could erode critical thinking.

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

Website

Alerts

Be the first to know and let us send you an email when Adam Halm Investment Services LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category