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Retirement Income Planning and Wealth Management
Helping people plan for retirement is our specialty. Our Retirement Planning Services start with getting to know you and understand your needs, wants, and long-term goals.
Through this comprehensive insight, we can help develop, implement, and monitor a strategy designed exclusively for you and your individual retirement goals.
Our Unique Approach to Retirement Planning
Discover how Investing for Income can help reduce, and possibly even eliminate, your exposure to stock market risk. Learn the secrets of having a renewable source of retirement income that is more reliable and helps to protect the savings you worked so hard to build.
What is the difference between Investing for Growth and Investing for Income?
● Investing for Growth comes from capital appreciation and usually involves stock market investing, meaning it can be volatile and more risky later in life
● Investing for Income, on the other hand, comes from interest and dividends, and can be much more consistent and reliable, which poses less risk for people in or near retirement.
When you place your money in individual, fixed-income investments you are basically investing by contract. For example, when you invest in individual bonds, you get two important guarantees assuming there are no defaults:
1) You are guaranteed a fixed rate of interest for the life of the bond.
2) When the bond matures, you are guaranteed to get the par value back.
About Chamberlin Financial
Chamberlin Financial specializes in Retirement Income Planning Services in and around the Boca Raton area. Our unique approach to Retirement Planning is designed to help reduce your risk to stock market volatility and help create more reliable streams of retirement income you can count on to last you throughout your retirement. Our Retirement Planning services include Investment Management, Estate Planning Services, Tax Minimization Strategies, Social Security Maximization, and more. Stuart Chamberlin has been providing Retirement Planning Services to Palm Beach County for over 25 years.
Our mission is to get to know you and understand your needs, wants, and long-term goals. Through this comprehensive insight, we can help develop, implement, and monitor a strategy designed exclusively for you or your business. We understand the many challenges you face every day.
CONTACT US TODAY TO DEVELOP A STRATEGY THAT IS RIGHT FOR YOU
Our Approach
Our solution-oriented approach will help create an income stream for life.
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Our History
From individual planning to business strategies, our full suite of services has you covered.
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Our Values
As an independent firm, our values mean everything to us.
Experienced Professionals
Chamberlin Financial was formed in 2012 specializing in creating retirement income, helping to preserve principal, and managing family wealth. Specialties include creating lifetime income, transferring family wealth, tax planning, estate planning, life insurance premium financing, business succession, and retirement planning.
Designed Exclusively For You
We develop long-term relationships with our clients in order to better serve their current and ongoing financial needs. When you partner with Chamberlin Financial, you will have confidence in a team of industry professionals working around the clock to help ensure your personalized strategy is working exactly as it was designed.
Sign up for Our Free Educational Video Series
Click here to preview a short animated video illustrating some important facts about stock market history that you should know. By understanding how certain patterns tend to repeat themselves, you’ll be better prepared to sort through the Wall Street hype and focus on strategies that can help you avoid damaging losses to your retirement savings.
If you like what you see, you’ll be able to sign up to watch the entire video, plus other helpful videos, in our animated series.