SERVICES

Planning

Advanced Strategies Designed to Protect and Develop Personal and Family Wealth.

By virtue of Chalk, Cullum & Associates' intellectual capital and experienced perspective, the firm's financial planning team is heralded nationwide. With expertise in law, tax strategies, family businesses, retirement planning, insurance assets, and investments, we utilize a values-based approach that seeks to understand the heart of the client, and to understand their unique goals for their family and/or business.

A strong relationship with a trusted financial advisor is paramount to effective planning. We seek to foster an environment of remarkable accessibility, communication, and confidentiality, all crucial to achieving the best financial counsel. Really listening to our clients is key. Working together is essential. We desire to understand the issues on a personal level so we can advise and empower the clients in a way not typically available from larger financial institutions.

Chalk, Cullum & Associates promises an elite level of expertise combined with the personal access of a trusted friend.

Fee-Based Financial Planning / Advisory Services Include

  • Family Office Services
  • Retirement Planning
  • Estate Plan Strategies
  • Tax Strategies
  • Wealth Transfers
  • Business Succession
  • Asset Protection Strategies
  • Insurance and Risk Assessment
  • Charitable Giving
  • Strategic Borrowing
  • Family Wealth Planning
  • Special Care Planning
  • Industry Specific Planning
  • Business Valuations
  • Buy/Sell/Partnership Agreement Design
  • Investment Opportunity Evaluation and Assessment

If you would like to use a credit card or paypal account to pay for your initial fee, please use the link below. (Please note a written agreement is necessary before we can accept fees)


Fee

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Observations and Updates from CCA
Dec
28

New Tax Law Summary

We hope you have all had a very Merry Christmas and are looking forward to a wonderful new year. As you have probably heard by now, on December 2... read more

Oct
16

Market Update

The third quarter of 2017 is in the books and there are only 10 more Fridays until Christmas! This year seems to have flown by. We wanted to tak... read more

Sep
1

Market Update

As summer comes to a close we thought this would be a good time to talk about the investment world and what we see coming into the fourth quarter... read more

Jun
13

Portfolio Update

Good Afternoon,

We hope the summer is off to a great start for you and your families!

We recently sold a small position in TB... read more

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