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
Oct
25

Market Update

October has been another volatile month in the stock market. The theme for 2018 continues to be volatility. As you can see from the chart of... read more

Aug
23

Portfolio Update

As stated in previous posts, we have been monitoring the bond market and the effect rising interest rates and inflation have on the fixed inc... read more

Jul
12

Market Update

We hope you are having a safe and relaxing summer and have found a place to get out of the heat. The second quarter ended with stocks and bon... read more

May
23

Market Update

As we head into summer we thought this would be a good time to provide you our current insights on the equity and bond markets. This has been ... read more

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