Planning your finances may seem complex, but your solution doesn’t have to be. With a team of specialists ranging from estate planning attorneys and accountants to Medicare and life insurance advisors, we aren’t your typical financial planning firm. And we’re here to make your life easier.

Our broad range of expertise enables us to provide fully integrated and comprehensive financial planning—tax preparation and planning, estate planning, retirement saving, asset management and more—in one stop under one roof. That means there’s no need for you to worry about how your life insurance fits into your estate planning, or how tax planning can help you make more informed investment decisions. You can leave it all up to us.

The Chamberlin Group team includes tax advisors, accountants, attorneys, Medicare and life insurance advisors, financial planners, income and retirement planners and investments advisors. With coordination of expertise in all of these areas, we act as a household CFO for you and your family.