How We Work
At Chamberlin Financial, we have the client - and only the client - in mind.
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.
From managing risk to saving for retirement, these personal financial challenges can be overwhelming. Our commitment is to utilize all of our in- and out-of-house resources to help you pursue your goals.
401(k) & IRA Rollovers and Conversions
We can help you determine if rolling over a qualified retirement plan into an IRA makes sense for you.
Life Insurance and Long-Term Care
We can help ensure you have the right insurance policies in place to help protect you from the unexpected.
Tax Planning
We’ll explain how withdrawals, distributions, and tax-deferred accounts can impact your taxes in retirement—so you don’t pay any more in taxes than you’re legally obligated to.
Estate & Legacy Planning
Through our connections with qualified attorneys in the area, we can help ensure that you have a well-thought-out estate plan in place. By doing so, we can help you preserve more of your estate and help avoid leaving a financial headache behind for loved ones.
Our Process
We believe that diversification, proper asset allocation, and low-cost investments are the key drivers behind financial planning success. We also believe in helping you keep more of what you worked so hard to earn. That’s why we’ll help you implement tax-saving strategies to maximize your after-tax returns.
Our History
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.