Background

Harbor Light Planning, LLC

Harbor Light Planning, LLC was founded upon principles that place the utmost value on our clients' financial goals and objectives. We're in the business of building long term, solid relationships that are based upon trust and quality client service.

Our staff are experienced professionals with a "hands on" approach to investment planning. They are dedicated to providing the sound guidance, expertise and customer care that are required in every phase of our clients' financial plans to be successful.

If you have any questions or would like to meet to discuss your financial plans, please contact us. Thank you for exploring our Web site and becoming acquainted with us.

Kelly L Adams, CFP®, EA

After acquiring eight years of experience in tax compliance and planning, Kelly changed her focus to comprehensive financial planning after consistently seeing a need for this type of service among the clients she serviced.

Kelly holds a Bachelor of Arts from Michigan State University's College of Business. She has earned the professional designation of CERTIFIED FINANCIAL PLANNER™ practitioner from the Certified Financial Planner Board of Standards. Kelly has also earned the designation of Enrolled Agent from the Internal Revenue Service.

Kelly began practicing life-centered financial planning after completing the Cambridge Advisors Advantage training program in 1998 offered through the Alliance of Cambridge Advisors. She spent over five years working with nationally recognized advisor, Bert Whitehead, JD, MBA, founder of Cambridge Advisors and President of Cambridge Connection, Inc., as an advisor and eventually partner. Kelly is an active member and educator for the Alliance of Cambridge Advisors. She is an active member of the National Association of Personal Financial Planners (NAPFA) and the National Association of Tax Practitioners (NATP).

Kelly began Harbor Light Planning, LLC in December of 2003. Kelly lives in Novi, Michigan with her daughter Alora and three loved pets.