welcome to chalk cullum
Chalk, Cullum & Associates is a financial planning firm that helps clients align their wealth with their values. Together we implement a strategic approach that will define your goals, examine your current reality, develop a personal strategy, continually review your progress and make adjustments where needed. We exist to help people achieve their goals as it pertains to their wealth...empowering them to carry out their purpose.
viewpointsObservations and Updates from CCA
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
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
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
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