Chisholm Wealth Management
Chisholm Wealth Management is an independent advisory firm that is focused on helping those approaching and in retirement navigate that phase of their financial life successfully. We have a strong focus on helping you determine your retirement paycheck amount, minimize your lifetime tax bill, and manage your investments (held at Charles Schwab) so you can focus on the things in life you actually enjoy. We build and maintain each client's financial plan through the course of our semi-annual check-ins, but are always available as needed in between. Feel free to book an introductory call so we can talk like normal human beings and learn more: https://calendly.com/chisholmwm/introductory-call
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