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.

📢 Stay informed on the markets with the Weekly Market Commentary! Your go-to source for expert analysis, market news, an...
09/02/2026

📢 Stay informed on the markets with the Weekly Market Commentary! Your go-to source for expert analysis, market news, and key insights—delivered straight to you. Whether you're an investor, a finance enthusiast, or just keeping an eye on the economy, this is the update you don't want to miss. Check it out now and make informed decisions with confidence!

https://www.halminvestmentservices.com/weekly-market-commentary

08/28/2026

Consideration, consistency and curveballs.

We have exciting news out of our office! 😃Please join us in congratulating Erica and Taylor on passing their Ohio Depart...
08/25/2026

We have exciting news out of our office! 😃

Please join us in congratulating Erica and Taylor on passing their Ohio Department of Insurance Life and Health Insurance licensure exams!

As our practice continues to help individuals and families prepare for and navigate retirement, we know that health care and health insurance decisions can have a significant impact on long-term financial well-being. In fact, for many retirees, health care can become one of their largest expenses.

That's why expanding our team's knowledge and expertise in this area is so important.

By earning their Life and Health Insurance licenses, Erica and Taylor have taken another step toward helping our clients better understand their options and make informed decisions regarding their coverage and retirement plans. The more knowledge and resources we have within our office, the better equipped we are to provide valuable guidance and support to the people who place their trust in us.

Congratulations, Erica and Taylor, on this outstanding accomplishment and your commitment to serving our clients at the highest level!

Year-end financial planning isn't a December activity—it's a year-round advantage. 📈Waiting until the last minute can li...
08/24/2026

Year-end financial planning isn't a December activity—it's a year-round advantage. 📈

Waiting until the last minute can limit your options. By planning ahead, you can make thoughtful decisions around taxes, retirement savings, charitable giving, and investment strategies while there's still time to act.

The earlier you start, the more opportunities you may uncover. Swipe through to see our year-end planning guide.

Celebrating the Future at the Ross County Fair! 🎡🐄One of my favorite traditions each year is attending the Ross County F...
08/21/2026

Celebrating the Future at the Ross County Fair! 🎡🐄

One of my favorite traditions each year is attending the Ross County Fair and supporting the incredible young people who dedicate countless hours to raising and caring for their livestock projects.

I was honored to purchase animals from these hardworking exhibitors and learn more about the commitment, responsibility, and life lessons they've gained through the experience. The dedication these young men and women demonstrate is inspiring and reflects the strong values that make our Chillicothe community special.

Thank you to the exhibitors, families, volunteers, and organizers who make the fair such a success year after year. Investing in our youth is investing in the future, and I am always grateful for the opportunity to support the next generation.

Congratulations to all the participants on your hard work and achievements. I look forward to seeing what you accomplish in the years ahead!

08/21/2026

Many financial professionals suggest you have three to six months' worth of living expenses for emergencies.

It’s hard to believe, but soon Labor Day will be in the books. The weather will start to turn a little cooler, college f...
08/18/2026

It’s hard to believe, but soon Labor Day will be in the books. The weather will start to turn a little cooler, college football will return and the kids will be back in school. For me, it’s always been the kids going back to school that really marked the end of summer.

If you have school-age kids, starting right around Labor Day, you will be bombarded with parent/teacher conferences, emails from the school and the dreaded lists of required back to school items.

Summer could be a great time to create a back-to-retirement list too: https://www.halminvestmentservices.com/blog/august-is-a-great-time-for-back-to-school-lists

08/14/2026

Here are some key updates in the college world for 2026.

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

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