Adam T. Hurd - President, Financial Planner, Investment Advisor Representative, Insurance Agent



Financial Planning for:

Young Families & Small Business Owners



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We often hear...

“I wish I had enough money to need a financial plan” 

This is a common misconception... Actually, the less money you have remaining at the end of each month, the more you may need a financial plan. Financial planning is a process, not a product. We analyze your financial picture to improve the way you utilize your money so you can do and have the things you want in life! 




We found 3 issues with financial planning.

They needed to be addressed to make financial planning work for young families & small business owners. This is what we did about that. 




What is 642ADVISING?

This is what truly differentiates us from other financial planning firms. Our areas of focus, the meetings we have with you and our projects with you. 




What if you're not a young family or small business owner?

We haven't forgotten about you, here are some services available for your needs.





Financial Advice for Lifes Big Events, Insurance, Retirement and Planning, Registered Representative of securities, investment advisory and financial planning services offered through MML Investors Services, LLC Member SIPC ( is not a subsidiary or affiliate of MML Investors Services, LLC., or its affiliated companies.
Any discussion of taxes is for general informational purposes only, does not purport to complete or cover every situation, and should not be construed as legal, tax or accounting advise. Clients should confer with their qualified legal, tax and accounting advisors as appropriate. CRN202007-233875