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.



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Observations and Updates from CCA
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

May
25

Market Update

We realize that it has been some time sent we sent anything out regarding the status of the markets and our portfolios so we want to apologize up... read more

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