Welcome To Chisholm Financial!
Inspired by the Cowboys who traveled the Chisholm Trail in search of financial rewards and a better life, I founded Chisholm on the belief that we too are pioneers of our own financial destiny. I believe individual freedom is the ultimate objective of a life well lived and financial freedom is the central component.
With this as our guiding principle, we work with financial planning clients to structure their goals, strategies, and tactics in a way that puts them on a path towards financial freedom.
At Chisholm, we urge our clients to look at financial planning through this lens, and to live in a way that reflects the cowboy spirit—understanding that life offers freedom, purpose, and prosperity to those of us who take it.
- Jenny Erdmann Logan, Owner, Certified Financial Planner®, California licensed attorney
Our Services
What We Offer
At Chisholm Financial we require no account or net-worth minimums. We have online services that are flexible and convenient to fit your schedule and comprehensive financial planning covering all your needs. We offer Periodic services for those who need ongoing support and remote clients all over the world, including many active duty and retired service members. We also provide you with access to your Personal Financial Website to streamline planning & implementation.
Saving for retirement
College Planning
Home, Second Home, or Rental Property purchase
Stock compensation
Starting a business
Retirement income needs
Travel planning
Lifestyle management
Social Security analysis
Investment planning
Estate planning
Gift planning
Estate taxes
Wealth transfer
Stretch IRA planning
Divorce
Disability
Inheritance planning
Premature death
Long-term care
Why Choose Chisholm
We know there are many choices. Here are some reasons to hire us.
Book A 30 Minute FREE Consultation!
During our consultation we will:
- Discuss your financial goals & current situation.
- Walk you through our services, process, and pricing.
- Discuss the next steps in your financial planning journey.