Holistic Retirement Planning

The Better Business Bureau (BBB) St. Louis collected applications from their service area in 2024. The entries were evaluated by an independent, voluntary panel of judges comprised of business and community leaders, and past Torch Award winners. They were judged by their ability to demonstrate focus on character, culture, community and their customers. BBB accreditation was not required to be eligible for the award. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award. October 2024.

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"We were so pleased to have found the Chamberlin Group and attended one of their online Bucket Plan seminars. Our positive experience started soon after meeting Thomas Wells. Thomas presented us with the “Bucket Plan” concept, which was easy to understand and apply to our financial plan. Through the process Thomas made us very comfortable by presenting us with several solutions that fit our financial goals. Also, the online financial tools that were made available to us continue to be very helpful with tracking our current and future expenses and investments.

We strongly recommend talking with the Chamberlin Group and developing a solid plan for your future."

Cheryl O.

"I am a recently laid off/retired business professional, with a solid portfolio and good understanding of the market, but without a pro-forma SS analysis tool, understanding of Medicare and its options, and especially creating a portfolio to provide the proper mix of growth, income, [and] reduced risk [...]. I have had 2 90-minute sessions with Josh and Cherish, to reframe my existing portfolio to achieve the goals above, place an emphasis on annual and longer term tax avoidance and SS optimization with my existing financial status.

In these meetings we developed a plan and multi-layer approach to my financial success [...]. I thought the meeting was extremely informative, thorough and interactive! I would highly recommend The Chamberlin Group to have a professional discussion about your financial future."

Dan T.

"Chamberlin advisors have been great help for me almost 20 years! They patiently explain matters to my wife and I. One amazing aspect is how their staff prepares tax returns each year. They already have most of the info needed for tax calculations. Then this info allows them to show me how to limit taxes in future. Annuities are a key part that allowed me to retire comfortably."

James N.

"This is an organization of consummate professionals! To say that they care about their clients would be an understatement. I am so grateful that we attended one of their Social Security Seminars. We were so impressed that we decided to have them manage our investments and retirement funds and it was one of the wisest moves that we have ever made. D.C. Chamberlin is like a family member and continues to impress us with his knowledge and skills. I highly recommend this superb group of professionals!"

James B.

"The Chamberlin Group and Tom Ponce are outstanding to work with. I have never felt this secure with any other Investment Group. Tom explains everything so thoroughly so that I have a complete understanding of my portfolio. Everyone within the organization is wonderful to work with!"

Lyn M.

"Don Chamberlin, Scott Nolen and the Chamberlin Group team have worked with us to provide excellent financial advice while offering a diverse portfolio of investment planning resources. Having worked with other financial services with varying degrees of satisfaction in the past we feel TGC engages on a more personal level. TGC helped us explicitly define our objectives, ensured we understood the impact of options, and the outcome has helped us to achieve and maintain our retirement goals. We encourage anyone who is looking for a sound financial "partner" in pursuit of their retirement goals to speak with the Chamberlin Group."

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tax planning & preparation

22

years preparing taxes

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Transition into Retirement
With Confidence

We Don't Just Plan for retirement,
we leverage it

Financial Clarity is Just a
Few Steps Away