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Our Team

Harriet J. Adams, CFP®, ChFC®, CEP®

734-362-7878

734-362-8258

[email protected]

Harriet J. Adams, CFP®, ChFC®,  CEP® has over 18 years of experience financial services industry and is founder of Retirement Planning & Investment Services, an Investment Advisory firm in Southeast Michigan.  Serving as President since 2001, she specializes in providing personal financial and retirement planning.  Harriet has presented numerous seminars and has served as a retirement counselor for employees and executives of several key industries and many public schools in the Metropolitan Detroit area.  She has taught retirement and financial planning classes as an adjunct professor for Macomb Community College and Schoolcraft Community College.  She is a member of the Financial Planning Association (FPA).  Harriet is a CERTIFIED FINANCIAL PLANNERTM professional, CHARTERED FINANCIAL CONSULTANT, CERTIFIED ESTATE PLANNERTM and holds Series 6, 7, 24, 26, 51, and 63 registrations as well as life and health insurance licenses.

Kimberly Kar

734-362-7878

734-362-8258

[email protected]

Kimberly has been with the company since May 2010 and is usually the customer’s first contact at our office. She has a strong background in customer service. She is responsible for scheduling and preparing clients files for appointments, customer relations, event coordination, assisting in client mailings and providing administrative support for all advisors.  She holds a Bachelor of Science in Accounting.

*Not registered with FSC Securities Corporation.