Don Chamberlin Email & Phone Number

Whether you are a client or industry professional seeking mentorship, our first priority is to help you and your family reach your financial goals with ultimate confidence. We want to learn more about your situation and identify your dreams. Open and honest communication has been the cornerstone of our foundation of success.At the Chamberlin Group, we believe that a solid holistic financial plan creates a strong foundation for a successful future. Our team of consultants and educators offers comprehensive guidance to help build a customized financial blueprint tailored for you, your family, and your future.To begin building your financial blueprint we offer the following fee-based consulting services:1. Customized In-House Tax Preparation designed to save you money2. Tax planning services that take advantage of all the tax deductions, credits, exemptions andadjustments available to you3. Professional guidance on estate planning, wills, and trusts with a licensed attorney4. Comprehensive retirement planning that addresses your financial needs and goals5. Quality guidance on how to reduce retirement expenses in annuities, life insurance, LTC, Medicareand investments6. Investment planning and wealth management risk assessment and strategies7. Innovative Holistic Planning strategies to instill confidence in your future8. Social Security maximization and income alterationsThe Chamberlin Group provides you with the personalized attention of a tax-advantaged boutique advisory firm. Our doors are open for everyone and we welcome you to visit us. Please check out our website - www.chamberlin-group.com to see our unique consulting approach or call us at 314-909-1100 to schedule a complimentary consultation, or for special tax preparation prices for those age 50 plus.Specialties: Tax Preparation, Financial Planning, Wealth Management, Retirement Planning, Estate Planning, Tax Planning, Investment Management, Maximize Social Security Benefits, Retirement Income Planning, Medicare, & other Insurance.Financial planning and investment advisory services offered through Prosperity Capital Advisors (PCA) an SEC registered investment advisor. For more information, please visit www.adviserinfo.sec.gov.

Listed skills include Iras, Financial Planners, Retirement, Retirement Planning, and 25 others.